VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VWO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 592 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 117,534,933 6,318,678 0.46% 0.42% 1 +2,994,769 2.61% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 81,373,362 4,374,631 0.06% 0.06% 2 +4,319,682 5.61% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 78,224,671 4,205,358 2.66% 2.7% 3 +3,390,486 4.53% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 53,912,443 2,898,333 0.17% 0.17% 4 +2,927,985 5.74% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 53,732,807 2,888,676 5.5% 5.62% 5 +1,257,504 2.4% Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Added to 47,401,085 2,548,282 5.7% 6.01% 6 +130,947 0.28% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Added to 47,289,064 2,542,260 0.32% 0.31% 7 +2,987,719 6.74% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 46,619,720 2,506,276 0.46% 0.47% 8 +1,359,875 3.0% Q4 2025 Feb 13, 2026
WIT, LLC History Added to 41,074,353 2,208,157 44.26% 47.13% 9 +2,671,801 6.96% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 35,428,218 1,904,620 0.57% 0.57% 10 -931,472 -2.56% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Reduced 34,070,052 1,831,606 4.95% 5.25% 11 -881,975 -2.52% Q4 2025 Feb 12, 2026
Financial Engines Advisors L.L.C. History Added to 24,367,619 1,310,003 2.48% 2.49% 12 +278,453 1.16% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 19,857,045 1,067,514 0.17% 0.17% 13 +335,001 1.72% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,397,000 1,022,713 1.39% 1.47% 14 +641,113 3.61% Q4 2025 Jan 08, 2026
Creative Planning History Reduced 18,380,259 988,122 0.71% 0.77% 15 -224,714 -1.21% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 16,478,310 885,873 0.24% 0.26% 16 +228,267 1.4% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 15,834,560 851,084 1.3% 1.38% 17 +530,633 3.47% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Reduced 14,545,779 781,981 0.05% 0.05% 18 -467,932 -3.12% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 14,224,639 764,716 0.09% 0.1% 19 -148,531 -1.03% Q4 2025 Mar 25, 2026
ROYAL BANK OF CANADA History New 13,605,526 731,433 0.12% 20 +13,605,526 New Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 13,043,354 701,229 0.83% 0.92% 21 -73,809 -0.56% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 11,198,195 602,016 0.59% 0.66% 22 -120,185 -1.06% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 10,751,723 578,012 0.1% 0.11% 23 -156,719 -1.44% Q4 2025 Feb 10, 2026
South Dakota Investment Council History Reduced 10,728,387 576,758 10.98% 12.47% 24 -1,114,079 -9.41% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,231,275 550,033 0.3% 0.34% 25 -53,086 -0.52% Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Added to 9,980,356 533,713 0.12% 0.12% 26 +83,174 0.84% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 529,632 529,632 0.31% 27 +529,632 New Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,368,112 449,869 1.08% 1.21% 28 -805,028 -8.78% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Added to 8,354,805 446,281 0.61% 0.66% 29 +576,947 7.42% Q4 2025 Mar 09, 2026
US BANCORP \DE\ History Added to 7,491,430 402,745 0.47% 0.48% 30 +30,442 0.41% Q4 2025 Jan 30, 2026
EP Wealth Advisors, LLC History New 7,186,168 386,328 2.01% 31 +7,186,168 New Q4 2025 Feb 18, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 6,953,069 373,796 0.12% 0.12% 32 -80,562 -1.15% Q4 2025 Feb 18, 2026
OLD MISSION CAPITAL LLC History Added to 6,818,703 366,573 8.39% 0.07% 33 +6,756,604 10880.37% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 6,808,780 366,039 0.49% 0.5% 34 -350,288 -4.89% Q4 2025 Feb 12, 2026
Nicholas Hoffman & Company, LLC. History Added to 6,610,526 355,381 8.24% 8.65% 35 +15,849 0.24% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Added to 6,356,188 341,708 0.37% 0.37% 36 +365,261 6.1% Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Added to 6,355,611 341,677 0.53% 0.5% 37 +616,938 10.75% Q4 2025 Feb 13, 2026
Millburn Ridgefield LLC /DE/ History No change 6,211,582 333,934 7.96% 8.03% 38 0 0.0% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History No change 6,211,582 333,934 6.86% 6.79% 39 0 0.0% Q4 2025 Feb 10, 2026
Jasper Ridge Partners, L.P. History Reduced 5,678,586 305,280 6.76% 7.97% 40 -853,095 -13.06% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 5,269,272 283,276 0.99% 1.03% 41 +117,779 2.29% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 4,798,002 257,940 0.28% 0.29% 42 +217,252 4.74% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 4,720,784 253,788 0.23% 0.22% 43 +267,297 6.0% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 4,710,913 253,258 2.02% 2.53% 44 -4,216,165 -47.23% Q4 2025 Feb 13, 2026
Elm Partners Management LLC History Added to 4,625,697 248,677 11.28% 11.1% 45 +525,150 12.81% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Added to 4,495,055 241,654 2.98% 3.04% 46 +151,154 3.48% Q4 2025 Jan 26, 2026
BlackRock, Inc. History Added to 4,411,434 237,158 0.0% 0.0% 47 +4,310,699 4279.25% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Added to 4,336,143 233,111 3.56% 3.64% 48 +73,328 1.72% Q4 2025 Jan 20, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,184,943 224,982 2.46% 2.49% 49 +133,722 3.3% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,156,760 223,495 0.14% 0.13% 50 +494,475 13.5% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History Added to 3,599,352 208,258 3.69% 3.6% 51 +386,153 12.02% Q4 2025 Jan 29, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 3,834,494 206,334 0.16% 52 +3,834,494 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 3,599,061 193,485 0.28% 0.29% 53 +340,165 10.44% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 3,577,472 192,324 1.11% 1.17% 54 +103,835 2.99% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 3,572,897 192,078 2.04% 2.16% 55 -92,158 -2.51% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 3,512,625 188,422 0.21% 0.29% 56 +249,057 7.63% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 3,386,992 182,084 1.17% 57 +3,386,992 New Q4 2025 Jan 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 3,375,450 181,554 0.15% 58 +3,375,450 New Q4 2025 Feb 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 3,370,359 181,190 2.79% 3.18% 59 +168,273 5.26% Q4 2025 Feb 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 3,337,149 179,405 2.28% 2.24% 60 +104,745 3.24% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 3,316,704 178,306 0.06% 0.07% 61 +175,620 5.59% Q4 2025 Feb 12, 2026
BOKF, NA History Reduced 3,280,850 176,378 2.7% 3.02% 62 -425,069 -11.47% Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Added to 3,150,596 169,376 0.3% 0.29% 63 +384,152 13.89% Q4 2025 Mar 16, 2026
Sand Hill Global Advisors, LLC History Reduced 3,134,953 168,535 5.88% 6.0% 64 -8,855 -0.28% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 3,027,310 167,258 5.81% 5.73% 65 +206,770 7.33% Q4 2025 Jan 08, 2026
MML INVESTORS SERVICES, LLC History Added to 3,077,051 165,422 0.4% 0.41% 66 +272,091 9.7% Q4 2025 Feb 13, 2026
NEPC LLC History Added to 3,017,415 162,216 3.46% 2.85% 67 +1,020,768 51.12% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 2,993,081 160,908 0.97% 0.99% 68 +2,089 0.07% Q4 2025 Feb 09, 2026
CHOREO, LLC History Added to 2,920,472 157,150 2.0% 1.94% 69 +173,558 6.32% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 2,897,248 155,756 0.26% 0.25% 70 +159,887 5.84% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 2,882,279 154,951 4.35% 4.45% 71 -1,385 -0.05% Q4 2025 Feb 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 2,871,265 154,359 2.33% 2.37% 72 +97,447 3.51% Q4 2025 Jan 22, 2026
Ballentine Partners, LLC History Reduced 2,796,885 150,360 2.11% 2.14% 73 -52,794 -1.85% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Added to 2,755,928 148,219 0.22% 0.2% 74 +27,028 0.99% Q4 2025 Feb 17, 2026
BLB&B Advisors, LLC History Added to 2,642,281 142,049 5.94% 6.02% 75 +70,351 2.74% Q4 2025 Jan 26, 2026
Bridgewater Associates, LP History Added to 2,605,136 140,052 0.51% 0.53% 76 +129,527 5.23% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 2,581,041 138,756 0.5% 0.49% 77 +21,686 0.85% Q4 2025 Jan 30, 2026
SOFI WEALTH, LLC History Added to 2,565,883 137,941 6.88% 6.6% 78 +305,065 13.49% Q4 2025 Jan 30, 2026
M&T BANK CORP History Reduced 2,504,068 134,618 0.43% 0.46% 79 -7,010 -0.28% Q4 2025 Jan 30, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,416,439 129,907 2.38% 2.37% 80 +339,707 16.36% Q4 2025 Jan 28, 2026
Pure Financial Advisors, LLC History Added to 2,319,494 124,695 22.67% 1.89% 81 +127,944 5.84% Q4 2025 Mar 04, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 2,260,091 121,502 0.98% 1.04% 82 -100,622 -4.26% Q4 2025 Jan 27, 2026
LINCOLN NATIONAL CORP History Added to 2,214,422 119,047 3.48% 3.37% 83 +31,529 1.44% Q4 2025 Feb 09, 2026
Johnson Financial Group, LLC History Added to 2,201,823 118,370 7.33% 7.26% 84 +736,899 50.3% Q4 2025 Feb 10, 2026
Fusion Family Wealth, LLC History Reduced 2,049,274 110,168 8.35% 8.47% 85 -37,940 -1.82% Q4 2025 Feb 04, 2026
ALLIANCEBERNSTEIN L.P. History Added to 2,046,864 110,039 0.03% 0.03% 86 +223,846 12.28% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,018,355 108,502 0.1% 0.05% 87 +1,047,295 107.85% Q4 2025 Feb 17, 2026
SUMITOMO LIFE INSURANCE CO History Reduced 2,005,583 107,820 2.95% 3.54% 88 -99,990 -4.75% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 1,995,275 107,265 0.05% 0.16% 89 -4,724,051 -70.31% Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History Added to 1,978,209 106,348 4.02% 4.2% 90 +46 0.0% Q4 2025 Feb 09, 2026
COUNTRY TRUST BANK History Added to 1,939,870 104,287 1.89% 1.72% 91 +486,011 33.43% Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 1,917,645 103,092 0.4% 92 +1,917,645 New Q4 2025 Feb 13, 2026
Apella Capital, LLC History Added to 1,883,128 101,236 2.0% 2.03% 93 +211,678 12.66% Q4 2025 Jan 21, 2026
D.A. DAVIDSON & CO. History Added to 1,880,613 101,101 0.62% 0.62% 94 +78,413 4.35% Q4 2025 Jan 29, 2026
Steele Capital Management, Inc. History Added to 1,851,829 99,554 4.27% 4.32% 95 +52,002 2.89% Q4 2025 Jan 27, 2026
FMR LLC History Added to 1,826,549 98,195 0.01% 0.01% 96 +23,421 1.3% Q4 2025 Feb 17, 2026
Auto-Owners Insurance Co History Added to 1,794,716 96,483 2.03% 1.83% 97 +484,000 36.93% Q4 2025 Mar 09, 2026
Willis Johnson & Associates, Inc. History Added to 1,790,393 96,251 5.93% 5.71% 98 +86,433 5.07% Q4 2025 Jan 22, 2026
MATHER GROUP, LLC. History Added to 1,769,174 95,110 0.98% 0.95% 99 +31,424 1.81% Q4 2025 Jan 13, 2026
FIFTH THIRD BANCORP History Added to 1,753,716 94,279 0.3% 0.3% 100 +35,626 2.07% Q4 2025 Feb 02, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 1,753,619 94,274 1.96% 4.64% 101 +1,255,700 252.19% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 1,740,399 93,564 0.21% 0.23% 102 -13,303 -0.76% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History Added to 1,701,757 91,486 1.71% 1.58% 103 +258,561 17.92% Q4 2025 Feb 06, 2026
SBI Okasan Asset Management Co.Ltd. History New 1,696,440 90,946 5.01% 104 +1,696,440 New Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Reduced 1,688,228 90,759 1.05% 1.07% 105 -22,059 -1.29% Q4 2025 Jan 21, 2026
TRUIST FINANCIAL CORP History Added to 1,618,892 87,031 0.12% 0.12% 106 +42,068 2.67% Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 1,593,828 85,684 1.08% 1.06% 107 +87,264 5.79% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 1,567,998 84,295 0.13% 0.13% 108 -44,064 -2.73% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 1,557,128 83,711 1.45% 1.22% 109 -69,019 -4.24% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 1,527,887 82,139 0.33% 0.22% 110 +434,969 39.8% Q4 2025 Jan 29, 2026
Hirtle Callaghan & Co LLC History Added to 1,519,983 81,714 2.78% 2.76% 111 +69,745 4.81% Q4 2025 Feb 04, 2026
Cresset Asset Management, LLC History Added to 1,458,016 78,382 0.33% 0.33% 112 +75,426 5.46% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 1,457,227 78,340 0.11% 0.1% 113 +57,916 4.14% Q4 2025 Feb 13, 2026
Westerkirk Capital Inc. History Reduced 1,439,903 77,409 7.54% 9.28% 114 -59,587 -3.97% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 1,434,195 77,102 2.13% 2.35% 115 -98,460 -6.42% Q4 2025 Feb 03, 2026
Ally Invest Advisors Inc. History Added to 1,396,299 75,064 5.18% 5.35% 116 +19,730 1.43% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,355,294 72,861 0.19% 0.15% 117 +343,022 33.89% Q4 2025 Feb 05, 2026
Freestone Capital Holdings, LLC History Added to 1,342,680 72,182 2.14% 2.13% 118 +59,966 4.67% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History Added to 1,324,531 71,206 0.51% 0.47% 119 +132,430 11.11% Q4 2025 Feb 13, 2026
Karpus Management, Inc. History Added to 1,294,118 69,571 2.14% 2.13% 120 +54,575 4.4% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 3,711 69,027 1.24% 0.54% 121 -65,672 -94.65% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,278,622 68,738 0.13% 0.14% 122 +13,298 1.05% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 1,246,065 66,988 0.07% 0.07% 123 -104,857 -7.76% Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Added to 1,244,940 66,927 0.24% 0.28% 124 +102,860 9.01% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 1,237,317 66,518 0.01% 0.0% 125 +1,139,017 1158.72% Q4 2025 Feb 12, 2026
Parkwood LLC History No change 1,190,229 63,987 4.95% 5.87% 126 0 0.0% Q4 2025 Feb 17, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 1,187,290 63,828 3.29% 3.36% 127 -32,500 -2.66% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,119,048 62,207 1.29% 1.32% 128 -8,363 -0.74% Q4 2025 Jan 26, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,140,453 61,310 0.03% 0.03% 129 +47,597 4.36% Q4 2025 Feb 13, 2026
Analyst IMS Investment Management Services Ltd. History Added to 1,139,303 61,249 1.79% 1.92% 130 +790 0.07% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Added to 1,137,664 61,160 0.45% 0.45% 131 +58,268 5.4% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Added to 1,098,258 61,052 0.66% 0.68% 132 +3,154 0.29% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 1,117,508 60,077 0.42% 0.35% 133 +363,791 48.27% Q4 2025 Feb 18, 2026
GenTrust, LLC History Added to 1,115,165 59,951 2.59% 2.6% 134 +58,500 5.54% Q4 2025 Feb 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 1,115,148 59,950 2.77% 2.99% 135 +207 0.02% Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History Reduced 1,100,122 59,142 0.03% 0.03% 136 -14,159 -1.27% Q4 2025 Feb 17, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 1,095,314 58,884 3.56% 3.54% 137 +52,434 5.03% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 1,093,948 58,810 0.32% 0.32% 138 +41,806 3.97% Q4 2025 Feb 13, 2026
Hills Bank & Trust Co History Added to 1,083,679 58,258 3.39% 3.4% 139 +18,632 1.75% Q4 2025 Feb 05, 2026
Strid Group, LLC History Added to 1,079,255 58,020 7.22% 7.26% 140 +24,043 2.28% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,061,258 57,088 0.1% 0.06% 141 +466,208 78.35% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Reduced 1,044,928 56,175 0.11% 0.12% 142 -7,409 -0.7% Q4 2025 Jan 23, 2026
Vontobel Holding Ltd. History Added to 1,044,372 56,145 0.18% 0.08% 143 +539,518 106.87% Q4 2025 Feb 13, 2026
CAPITAL ADVISORS INC/OK History Added to 1,042,067 56,021 0.9% 0.93% 144 +11,542 1.12% Q4 2025 Jan 15, 2026
PDS Planning, Inc History Reduced 1,040,963 55,962 3.74% 3.92% 145 -4,213 -0.4% Q4 2025 Jan 26, 2026
EARNED WEALTH ADVISORS, LLC History Added to 1,036,424 55,718 17.97% 0.99% 146 +925,384 833.38% Q4 2025 Jan 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,033,783 55,576 0.03% 0.0% 147 +1,014,220 5184.38% Q4 2025 Feb 10, 2026
Acropolis Investment Management, LLC History Added to 1,015,418 54,588 2.46% 2.51% 148 +16,610 1.66% Q4 2025 Jan 14, 2026
Smithfield Trust Co History Reduced 1,005,205 53,970 2.39% 2.48% 149 -18,574 -1.81% Q4 2025 Feb 09, 2026
Klingman & Associates, LLC History Added to 995,128 53,498 2.58% 2.68% 150 +14,122 1.44% Q4 2025 Jan 29, 2026
Nuveen, LLC History Added to 993,874 53,430 0.01% 0.0% 151 +770,651 345.24% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 989,650 53,203 0.36% 0.37% 152 +54,998 5.88% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Added to 982,888 52,840 0.76% 0.66% 153 +165,386 20.23% Q4 2025 Feb 02, 2026
&PARTNERS History Added to 975,588 52,462 0.27% 0.26% 154 +223,758 29.76% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 965,642 51,903 0.32% 0.28% 155 +177,514 22.52% Q4 2025 Jan 27, 2026
Clark Asset Management, LLC History Added to 957,427 51,471 5.34% 5.54% 156 +78,167 8.89% Q4 2025 Jan 27, 2026
Tidal Investments LLC History Added to 948,536 50,993 0.12% 0.09% 157 +137,474 16.95% Q4 2025 Feb 13, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 945,314 50,820 1.02% 1.07% 158 -12,465 -1.3% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 923,216 49,632 0.2% 159 +923,216 New Q4 2025 Feb 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 918,759 49,392 3.13% 3.23% 160 +5,855 0.64% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 912,013 49,075 1.86% 0.42% 161 +785,534 621.08% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 887,924 47,734 0.54% 0.45% 162 +406,257 84.34% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 873,460 46,957 0.38% 0.33% 163 +258,168 41.96% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 831,788 44,716 1.31% 1.51% 164 -28,933 -3.36% Q4 2025 Feb 19, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 809,639 43,526 2.21% 1.97% 165 +110,563 15.82% Q4 2025 Feb 03, 2026
SAGE FINANCIAL GROUP INC History Added to 807,812 43,427 2.87% 2.81% 166 +46,575 6.12% Q4 2025 Jan 27, 2026
Kestra Advisory Services, LLC History Added to 804,979 43,275 0.18% 0.17% 167 +134,749 20.1% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 803,244 43,182 0.33% 0.33% 168 +33,424 4.34% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 778,118 41,831 0.5% 0.47% 169 -189,703 -19.6% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 772,033 41,504 0.72% 0.84% 170 +41,390 5.66% Q4 2025 Feb 19, 2026
Rakuten Investment Management, Inc. History No change 768,628 41,459 0.14% 0.15% 171 0 0.0% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 765,445 41,245 0.12% 0.1% 172 +201,061 35.62% Q4 2025 Feb 10, 2026
Capital Asset Advisory Services LLC History Added to 730,737 40,621 1.63% 1.62% 173 +40,530 5.87% Q4 2025 Jan 09, 2026
Matrix Trust Co History Added to 755,382 40,609 6.7% 6.27% 174 +15,653 2.12% Q4 2025 Jan 13, 2026
Litman Gregory Wealth Management LLC History Reduced 751,034 40,375 2.95% 3.14% 175 -29,290 -3.75% Q4 2025 Feb 12, 2026
Banco Santander, S.A. History New 739,200 39,739 0.3% 176 +739,200 New Q4 2025 Feb 13, 2026
BANK OF HAWAII History Added to 734,337 39,477 1.95% 1.96% 177 +9,245 1.28% Q4 2025 Mar 03, 2026
Private Advisor Group, LLC History Added to 725,202 38,986 0.18% 0.17% 178 +72,908 11.18% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 712,348 38,295 0.42% 0.44% 179 +15,123 2.17% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Reduced 698,890 37,572 0.84% 1.3% 180 -13,623 -1.91% Q4 2025 Feb 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 684,815 36,815 3.09% 3.16% 181 +13,970 2.08% Q4 2025 Feb 03, 2026
Keewaydin Investments LLC History New 676,281 36,356 9.67% 182 +676,281 New Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 674,412 36,256 0.01% 0.01% 183 +237,511 54.36% Q4 2025 Feb 13, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 671,353 36,091 6.59% 6.69% 184 +21,571 3.32% Q4 2025 Jan 13, 2026
DAVENPORT & Co LLC History Added to 668,911 35,960 0.19% 0.18% 185 +37,232 5.89% Q4 2025 Jan 12, 2026
REBALANCE, LLC History Reduced 661,142 35,543 2.08% 2.17% 186 -2,462 -0.37% Q4 2025 Jan 15, 2026
Baker Avenue Asset Management, LP History Added to 660,125 35,488 0.82% 0.85% 187 +8,151 1.25% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Reduced 655,633 35,246 0.03% 0.03% 188 -79,709 -10.84% Q4 2025 Feb 10, 2026
Valeo Financial Advisors, LLC History Reduced 651,349 35,016 0.78% 0.82% 189 -9,438 -1.43% Q4 2025 Feb 04, 2026
ALPS ADVISORS INC History Reduced 650,426 34,966 0.2% 0.2% 190 -1,630 -0.25% Q4 2025 Feb 12, 2026
Sepio Capital, LP History Added to 648,693 34,873 1.91% 2.01% 191 +21,400 3.41% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 647,307 34,799 0.68% 0.86% 192 +222,348 52.32% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 629,358 33,834 0.09% 0.09% 193 +25,532 4.23% Q4 2025 Feb 17, 2026
WoodTrust Financial Corp History Added to 623,827 33,537 3.91% 3.92% 194 +15,655 2.57% Q4 2025 Jan 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 622,027 33,440 0.43% 0.45% 195 +11,894 1.95% Q4 2025 Feb 09, 2026
Vision Capital Management, Inc. History Added to 616,425 33,138 3.99% 3.97% 196 +22,669 3.82% Q4 2025 Jan 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 615,535 33,091 0.0% 0.01% 197 -360,400 -36.93% Q4 2025 Feb 17, 2026
Efficient Advisors, LLC History Reduced 615,438 33,085 1.93% 1.93% 198 -16,669 -2.64% Q4 2025 Jan 21, 2026
SIMON QUICK ADVISORS, LLC History Added to 614,102 33,014 1.44% 1.33% 199 +71,245 13.12% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Reduced 609,904 32,788 0.37% 0.39% 200 -15,349 -2.45% Q4 2025 Feb 05, 2026
Caprock Group, LLC History Reduced 607,805 32,675 0.69% 0.86% 201 -73,353 -10.77% Q4 2025 Jan 28, 2026
STALEY CAPITAL ADVISERS INC History Reduced 606,315 32,595 1.34% 1.35% 202 -462 -0.08% Q4 2025 Feb 05, 2026
Hudock, Inc. History Added to 602,792 32,406 4.77% 4.9% 203 +6,861 1.15% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 594,579 31,964 0.18% 0.18% 204 +4,015 0.68% Q4 2025 Feb 12, 2026
Center for Financial Planning, Inc. History Added to 574,323 30,875 3.21% 3.28% 205 +8,141 1.44% Q4 2025 Feb 05, 2026
OLD NATIONAL BANCORP /IN/ History Added to 568,676 30,572 0.51% 0.5% 206 +28,291 5.24% Q4 2025 Jan 28, 2026
Mutual Advisors, LLC History Added to 567,270 30,496 0.65% 0.64% 207 +40,765 7.74% Q4 2025 Feb 02, 2026
Arax Advisory Partners History New 560,144 30,113 0.88% 208 +560,144 New Q4 2025 Feb 13, 2026
Focused Wealth Management, Inc History Added to 559,888 30,099 3.14% 3.08% 209 +25,307 4.73% Q4 2025 Jan 29, 2026
CreativeOne Wealth, LLC History Added to 559,789 30,094 0.73% 0.69% 210 +37,231 7.12% Q4 2025 Feb 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 552,313 29,692 1.87% 0.56% 211 +392,647 245.92% Q4 2025 Feb 17, 2026
PROFFITT & GOODSON INC History Reduced 551,940 29,672 4.14% 4.3% 212 -1,777 -0.32% Q4 2025 Jan 27, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 535,085 28,766 0.3% 0.34% 213 -59,463 -10.0% Q4 2025 Feb 10, 2026
Jordan Park Group LLC History Reduced 534,349 28,726 1.66% 3.09% 214 -464,654 -46.51% Q4 2025 Feb 10, 2026
DUPONT CAPITAL MANAGEMENT CORP History Reduced 532,422 28,623 3.23% 3.12% 215 -24,445 -4.39% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Added to 527,702 28,369 0.38% 0.23% 216 +240,612 83.81% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History Added to 527,593 28,363 1.91% 1.99% 217 +10,701 2.07% Q4 2025 Jan 13, 2026
FSM Wealth Advisors, LLC History Added to 520,156 27,963 3.82% 3.6% 218 +50,886 10.84% Q4 2025 Jan 23, 2026
Garde Capital, Inc. History Added to 518,068 27,851 1.65% 1.3% 219 +25,950 5.27% Q4 2025 Feb 10, 2026
Zuckerman Investment Group, LLC History Added to 517,645 27,828 2.48% 2.49% 220 +21,437 4.32% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 516,425 27,763 0.3% 0.22% 221 +244,486 89.9% Q4 2025 Jan 23, 2026
Tanager Wealth Management LLP History Added to 515,357 27,705 2.77% 2.91% 222 +4,036 0.79% Q4 2025 Jan 26, 2026
Koss-Olinger Consulting, LLC History Added to 507,585 27,288 2.11% 0.85% 223 +298,344 142.58% Q4 2025 Feb 10, 2026
PACK Private Wealth, LLC History Added to 505,724 27,187 12.39% 12.67% 224 +9,141 1.84% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 504,687 27,133 0.2% 225 +504,687 New Q4 2025 Feb 18, 2026
Arbor Investment Advisors, LLC History Reduced 501,853 26,979 3.55% 3.48% 226 -3,377 -0.67% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History Added to 501,420 26,956 0.95% 1.3% 227 +16,966 3.5% Q4 2025 Jan 21, 2026
Savant Capital, LLC History Reduced 499,845 26,871 0.15% 0.18% 228 -57,640 -10.34% Q4 2025 Feb 10, 2026
Ellenbecker Investment Group History Added to 497,902 26,767 3.75% 3.76% 229 +27,811 5.92% Q4 2025 Jan 30, 2026
GFS Advisors, LLC History Reduced 494,618 26,590 3.16% 3.45% 230 -4,202 -0.84% Q4 2025 Feb 11, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 493,816 26,547 4.32% 4.86% 231 -41,101 -7.68% Q4 2025 Jan 07, 2026
Brookstone Capital Management History Added to 490,324 26,359 0.3% 0.27% 232 +70,731 16.86% Q4 2025 Jan 15, 2026
KWMG, LLC History Added to 488,836 26,279 2.27% 2.3% 233 +3,919 0.81% Q4 2025 Jan 16, 2026
GLOBALT Investments LLC / GA History Reduced 482,448 25,936 0.95% 0.96% 234 -2,167 -0.45% Q4 2025 Feb 06, 2026
ALESCO ADVISORS LLC History Reduced 480,956 25,856 0.67% 0.74% 235 -21,888 -4.35% Q4 2025 Jan 28, 2026
Hanson & Doremus Investment Management History Added to 480,201 25,816 3.1% 3.19% 236 +12,229 2.61% Q4 2025 Jan 20, 2026
SNS Financial Group, LLC History Reduced 477,521 25,671 2.21% 2.32% 237 -15,379 -3.12% Q4 2025 Feb 02, 2026
NewEdge Wealth, LLC History Added to 473,383 25,449 0.29% 0.35% 238 +23,537 5.23% Q4 2025 Feb 03, 2026
MANNING & NAPIER ADVISORS LLC History Added to 458,789 24,687 0.32% 0.29% 239 +32,988 7.75% Q4 2025 Feb 03, 2026
Checchi Capital Advisers, LLC History Added to 457,797 24,611 1.26% 1.03% 240 +92,612 25.36% Q4 2025 Jan 27, 2026
Colony Family Offices, LLC History Added to 453,216 24,364 6.08% 6.33% 241 +1,699 0.38% Q4 2025 Jan 22, 2026
Greenline Partners, LLC History Added to 447,427 24,053 2.75% 2.95% 242 +22 0.0% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 445,838 23,968 0.4% 0.36% 243 +79,406 21.67% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History Added to 445,734 23,962 1.41% 1.38% 244 +17,418 4.07% Q4 2025 Jan 08, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 427,233 23,907 1.12% 0.82% 245 +168,693 65.25% Q4 2025 Feb 03, 2026
Van Cleef Asset Management,Inc History Reduced 439,784 23,642 2.4% 2.42% 246 -373 -0.08% Q4 2025 Feb 09, 2026
TLT Family Holdco ULC History Reduced 433,150 23,286 2.56% 2.66% 247 -105,200 -19.54% Q4 2025 Feb 13, 2026
Portland Global Advisors LLC History Reduced 429,628 23,096 2.48% 2.67% 248 -12,249 -2.77% Q4 2025 Feb 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 427,600 22,987 0.16% 0.15% 249 +1,581 0.37% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 425,267 22,862 0.01% 0.01% 250 +24,626 6.15% Q4 2025 Feb 11, 2026
Chandler Asset Management, Inc. History Added to 425,182 22,857 3.62% 3.72% 251 +6,807 1.63% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 424,542 22,823 0.84% 0.91% 252 +188 0.04% Q4 2025 Feb 06, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 424,060 22,797 2.19% 1.73% 253 +45,053 11.89% Q4 2025 Jan 12, 2026
Strategic Investment Advisors / MI History Added to 423,037 22,742 1.97% 2.05% 254 +422,874 259431.9% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 422,138 22,694 1.12% 1.31% 255 +13,243 3.24% Q4 2025 Jan 07, 2026
First Bank & Trust History Added to 417,321 22,435 3.65% 3.8% 256 +305 0.07% Q4 2025 Jan 12, 2026
FRANKLIN RESOURCES INC History Added to 414,236 22,269 0.01% 0.0% 257 +110,204 36.25% Q4 2025 Feb 11, 2026
Arvest Bank Trust Division History Added to 413,804 22,246 1.2% 0.95% 258 +98,886 31.4% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Reduced 408,426 21,957 0.12% 0.19% 259 -277,853 -40.49% Q4 2025 Jan 29, 2026
AdvisorNet Financial, Inc History Added to 403,887 21,712 1.16% 1.16% 260 +26,269 6.96% Q4 2025 Jan 20, 2026
Payne Capital Management, LLC History Added to 401,723 21,596 6.82% 6.93% 261 +4,561 1.15% Q4 2025 Feb 02, 2026
Capital Investment Advisors, LLC History Added to 401,339 21,575 0.33% 0.15% 262 +236,274 143.14% Q4 2025 Jan 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 399,642 21,484 0.31% 0.31% 263 +6,882 1.75% Q4 2025 Feb 12, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 399,062 21,453 3.03% 3.1% 264 +22,123 5.87% Q4 2025 Feb 13, 2026
Wharton Business Group, LLC History Reduced 398,276 21,411 0.81% 0.98% 265 -16,620 -4.01% Q4 2025 Feb 11, 2026
Boston Standard Wealth Management, LLC History Added to 394,426 21,204 3.5% 3.53% 266 +6,806 1.76% Q4 2025 Jan 07, 2026
Global Retirement Partners, LLC History Added to 391,859 21,066 0.37% 0.35% 267 +102,814 35.57% Q4 2025 Feb 06, 2026
Nearwater Capital Markets, Ltd History New 390,000 20,966 0.36% 268 +390,000 New Q4 2025 Feb 17, 2026
Marble Harbor Investment Counsel, LLC History Reduced 387,782 20,847 2.23% 2.24% 269 -7,167 -1.81% Q4 2025 Feb 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 387,500 20,832 0.07% 0.08% 270 0 0.0% Q4 2025 Jan 15, 2026
BEACON FINANCIAL GROUP History New 382,916 20,585 2.05% 271 +382,916 New Q4 2025 Apr 01, 2026
NATIXIS ADVISORS, LLC History Added to 382,309 20,553 0.03% 0.03% 272 +18,712 5.15% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Added to 377,902 20,315 0.3% 0.31% 273 +9,025 2.45% Q4 2025 Feb 13, 2026
ARVEST INVESTMENTS, INC. History Added to 375,156 20,168 2.83% 2.74% 274 +22,083 6.25% Q4 2025 Jan 20, 2026
Whitcomb & Hess, Inc. History Added to 357,214 19,989 4.71% 4.93% 275 +3,196 0.9% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 371,124 19,951 0.27% 0.27% 276 +5,179 1.42% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 369,333 19,855 0.01% 0.01% 277 +60,415 19.56% Q4 2025 Feb 17, 2026
Apriem Advisors History Added to 367,854 19,775 1.81% 1.31% 278 +111,514 43.5% Q4 2025 Feb 13, 2026
PATTON FUND MANAGEMENT, INC. History Added to 366,864 19,722 2.64% 3.57% 279 +790 0.22% Q4 2025 Jan 23, 2026
Wilmington Savings Fund Society, FSB History Reduced 364,936 19,618 0.46% 0.49% 280 -7,928 -2.13% Q4 2025 Feb 12, 2026
BTC Capital Management, Inc. History Added to 364,948 19,616 1.37% 1.35% 281 +3,250 0.9% Q4 2025 Jan 15, 2026
Human Investing LLC History Added to 361,621 19,440 2.75% 2.81% 282 +10,953 3.12% Q4 2025 Jan 27, 2026
Peak Retirement Planning, Inc. History Added to 360,658 19,388 4.54% 3.14% 283 +154,604 75.03% Q4 2025 Feb 10, 2026
GP Brinson Investments LLC History No change 359,652 19,334 8.33% 7.95% 284 0 0.0% Q4 2025 Jan 02, 2026
FIDUCIARY TRUST CO History Reduced 357,979 19,244 0.22% 0.23% 285 -16,161 -4.32% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 357,866 19,238 0.64% 0.72% 286 -22,648 -5.95% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 356,500 19,165 0.38% 0.38% 287 -708 -0.2% Q4 2025 Feb 05, 2026
MinichMacGregor Wealth Management, LLC History Added to 355,967 19,136 3.47% 3.53% 288 +21,547 6.44% Q4 2025 Feb 17, 2026
Ellevest, Inc. History Added to 355,387 19,105 2.64% 2.69% 289 +8,344 2.4% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 352,734 18,962 0.24% 0.25% 290 +4,611 1.32% Q4 2025 Feb 04, 2026
Aspen Wealth Management LLC History Added to 352,534 18,952 3.98% 4.15% 291 +7,326 2.12% Q4 2025 Jan 05, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 348,197 18,719 0.59% 0.64% 292 -17,021 -4.66% Q4 2025 Jan 30, 2026
ALLIANZ SE History Added to 347,897 18,702 0.24% 0.4% 293 +1,800 0.52% Q4 2025 Feb 13, 2026
Silver Coast Investments LLC History Added to 346,787 18,643 6.43% 6.34% 294 +6,242 1.83% Q4 2025 Jan 27, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 346,386 18,621 1.38% 1.3% 295 -5,882 -1.67% Q4 2025 Jan 23, 2026
WealthBridge Investment Counsel Inc. History Added to 346,295 18,617 5.59% 2.03% 296 +224,495 184.31% Q4 2025 Jan 22, 2026
SilverOak Wealth Management LLC History Added to 346,113 18,607 2.92% 1.7% 297 +160,346 86.32% Q4 2025 Jan 28, 2026
Avior Wealth Management, LLC History Added to 344,403 18,515 0.58% 0.58% 298 +11,599 3.49% Q4 2025 Jan 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 342,329 18,403 0.23% 0.23% 299 +20,509 6.37% Q4 2025 Jan 29, 2026
Asset Management One Co., Ltd. History Added to 342,812 18,378 0.05% 0.05% 300 +8,427 2.52% Q4 2025 Jan 27, 2026
Brooklyn FI, LLC History Reduced 339,040 18,226 3.9% 4.16% 301 -2,671 -0.78% Q4 2025 Jan 21, 2026
Kohmann Bosshard Financial Services, LLC History Added to 336,226 18,086 1.62% 1.77% 302 +17,739 5.57% Q4 2025 Jan 30, 2026
Focus Partners Advisor Solutions, LLC History Reduced 335,932 18,059 0.22% 0.3% 303 -143,819 -29.98% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Added to 334,262 17,951 0.02% 0.02% 304 +21,886 7.01% Q4 2025 Feb 18, 2026
Marotta Asset Management History Added to 333,501 17,929 3.32% 3.31% 305 +11,446 3.55% Q4 2025 Jan 07, 2026
Praetorian Wealth Management, Inc. History Added to 331,671 17,830 3.54% 3.68% 306 +565 0.17% Q4 2025 Jan 14, 2026
Bear Mountain Capital, Inc. History Added to 316,272 17,818 5.75% 5.67% 307 +5,649 1.82% Q4 2025 Jan 22, 2026
F/m Investments LLC History Reduced 330,686 17,777 0.68% 0.71% 308 -11,054 -3.23% Q4 2025 Feb 03, 2026
Bangor Savings Bank History Reduced 329,412 17,709 1.42% 1.52% 309 -7,023 -2.09% Q4 2025 Jan 16, 2026
Kopp Family Office, LLC History Reduced 327,927 17,629 11.25% 12.2% 310 -18,153 -5.25% Q4 2025 Jan 12, 2026
Parker Financial LLC History Reduced 326,263 17,539 7.11% 7.3% 311 -2,350 -0.72% Q4 2025 Feb 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 322,210 17,321 1.04% 0.98% 312 +9,233 2.95% Q4 2025 Jan 20, 2026
CIBC WORLD MARKET INC. History Reduced 321,116 17,263 0.03% 0.03% 313 -10,226 -3.09% Q4 2025 Feb 10, 2026
PFG Advisors History Reduced 319,863 17,195 0.83% 0.73% 314 -8,687 -2.64% Q4 2025 Jan 27, 2026
Focus Financial Network, Inc. History Added to 318,541 17,124 0.6% 0.6% 315 +6,621 2.12% Q4 2025 Jan 12, 2026
Venturi Wealth Management, LLC History Reduced 314,615 16,913 0.75% 0.83% 316 -13,673 -4.16% Q4 2025 Jan 22, 2026
Strategic Financial Planning, Inc. History Added to 312,660 16,806 9.56% 9.72% 317 +3,084 1.0% Q4 2025 Feb 17, 2026
MARTIN & CO INC /TN/ History Added to 309,401 16,633 2.85% 2.9% 318 +8,182 2.72% Q4 2025 Feb 13, 2026
Blankinship & Foster, LLC History Added to 308,874 16,605 3.59% 3.56% 319 +8,222 2.73% Q4 2025 Jan 23, 2026
Signal Advisors Wealth, LLC History Added to 308,726 16,597 1.32% 1.42% 320 +19,083 6.59% Q4 2025 Jan 13, 2026
Idaho Trust Co History Added to 308,708 16,592 5.5% 3.75% 321 +103,273 50.27% Q4 2025 Feb 05, 2026
Partners in Financial Planning History Added to 307,263 16,518 2.8% 2.85% 322 +2,790 0.92% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Added to 306,488 16,483 0.3% 0.28% 323 +22,493 7.92% Q4 2025 Feb 11, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 305,950 16,447 1.29% 1.33% 324 -584 -0.19% Q4 2025 Jan 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 305,332 16,414 0.42% 0.44% 325 -10,097 -3.2% Q4 2025 Jan 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 303,978 16,341 0.33% 0.35% 326 +21,587 7.64% Q4 2025 Feb 09, 2026
BAILARD, INC. History Reduced 303,791 16,331 0.36% 0.58% 327 -191,642 -38.68% Q4 2025 Feb 04, 2026
Stash Investments, LLC History Added to 303,246 16,302 6.53% 6.59% 328 +20,418 7.22% Q4 2025 Jan 06, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 303,215 16,300 0.13% 0.17% 329 -89,602 -22.81% Q4 2025 Feb 03, 2026
JNBA Financial Advisors History Added to 302,683 16,272 1.42% 1.49% 330 +75 0.02% Q4 2025 Jan 26, 2026
Cordant, Inc. History Added to 299,053 16,077 6.74% 6.91% 331 +16,609 5.88% Q4 2025 Jan 12, 2026
Global Endowment Management, LP History No change 298,000 16,020 2.0% 2.02% 332 0 0.0% Q4 2025 Feb 13, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History No change 296,020 15,914 1.74% 1.75% 333 0 0.0% Q4 2025 Feb 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 295,179 15,868 0.81% 0.75% 334 +23,074 8.48% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 294,923 15,855 0.83% 0.83% 335 +50,430 20.63% Q4 2025 Jan 26, 2026
Rochester Wealth Strategies, LLC History Added to 293,150 15,759 9.9% 10.21% 336 +5,106 1.77% Q4 2025 Jan 15, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 292,875 15,744 4.61% 3.69% 337 +75,204 34.55% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 292,666 15,733 0.28% 0.32% 338 -1,563 -0.53% Q4 2025 Jan 16, 2026
Permanent Capital Management, LP History Added to 292,437 15,721 3.06% 2.9% 339 +5,722 2.0% Q4 2025 Jan 07, 2026
CWM, LLC History Added to 291,626 15,678 0.04% 0.03% 340 +129,079 79.41% Q4 2025 Jan 26, 2026
Meeder Advisory Services, Inc. History Reduced 291,203 15,655 0.67% 0.78% 341 -16,637 -5.4% Q4 2025 Feb 11, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 290,349 15,609 6.15% 342 +290,349 New Q4 2025 Jan 15, 2026
Crestmont Private Wealth LLC History Reduced 288,777 15,524 5.04% 5.19% 343 -1,413 -0.49% Q4 2025 Feb 10, 2026
Penserra Capital Management LLC History Reduced 288,434 15,506 0.18% 0.23% 344 -70,712 -19.69% Q4 2025 Feb 12, 2026
Foster Group, Inc. History Added to 286,833 15,420 0.47% 0.42% 345 +42,667 17.47% Q4 2025 Jan 12, 2026
Stonehearth Capital Management, LLC History Added to 285,845 15,367 5.69% 5.94% 346 +2,546 0.9% Q4 2025 Jan 13, 2026
New Vernon Capital Holdings II LLC History No change 284,473 15,293 7.25% 7.09% 347 0 0.0% Q4 2025 Feb 17, 2026
WestHill Financial Advisors, Inc. History Added to 279,237 15,011 2.85% 2.94% 348 +1,980 0.71% Q4 2025 Jan 21, 2026
MERIDIAN MANAGEMENT CO History Added to 277,313 14,908 3.69% 3.82% 349 +13,565 5.14% Q4 2025 Feb 10, 2026
DORVAL Corp History Added to 277,126 14,898 4.76% 4.68% 350 +16,213 6.21% Q4 2025 Jan 26, 2026
GW&K Investment Management, LLC History Added to 276,094 14,843 0.13% 0.13% 351 +12,698 4.82% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 275,789 14,826 0.03% 0.03% 352 +85,999 45.31% Q4 2025 Feb 17, 2026
RTD Financial Advisors, Inc. History Reduced 273,863 14,722 1.8% 1.83% 353 -7,185 -2.56% Q4 2025 Jan 27, 2026
Gleason Group, Inc. History Added to 271,329 14,586 1.43% 1.44% 354 +7,462 2.83% Q4 2025 Jan 15, 2026
Savvy Advisors, Inc. History Added to 270,274 14,529 0.47% 0.49% 355 +73,396 37.28% Q4 2025 Jan 20, 2026
SigFig Wealth Management, LLC History Reduced 268,704 14,455 0.43% 0.45% 356 -1,671 -0.62% Q4 2025 Jan 16, 2026
Blue Edge Capital, LLC History Added to 268,857 14,453 1.93% 2.05% 357 +2,358 0.88% Q4 2025 Feb 12, 2026
TECTONIC ADVISORS LLC History Added to 268,449 14,431 0.76% 0.73% 358 +21,622 8.76% Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History Added to 266,821 14,344 0.81% 0.81% 359 +10,055 3.92% Q4 2025 Jan 14, 2026
OKABENA INVESTMENT SERVICES INC History Added to 266,797 14,343 2.74% 2.8% 360 +846 0.32% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 266,751 14,340 0.08% 0.09% 361 -21,119 -7.34% Q4 2025 Feb 03, 2026
Stewardship Advisors, LLC History Added to 266,278 14,315 3.31% 3.36% 362 +4,419 1.69% Q4 2025 Jan 15, 2026
Twele Capital Management, Inc. History Added to 264,725 14,231 2.54% 2.64% 363 +846 0.32% Q4 2025 Jan 09, 2026
RAELIPSKIE PARTNERSHIP History Reduced 264,154 14,200 5.95% 6.18% 364 -1,645 -0.62% Q4 2025 Feb 04, 2026
Evolution Advisers, Inc. History Added to 263,963 14,190 6.14% 6.2% 365 +11,109 4.39% Q4 2025 Jan 23, 2026
AGF MANAGEMENT LTD History Added to 263,354 14,157 0.06% 0.02% 366 +193,609 277.6% Q4 2025 Feb 17, 2026
Aperture Investors, LLC History No change 263,332 14,156 1.62% 1.95% 367 0 0.0% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 259,084 13,928 0.04% 0.07% 368 -166,071 -39.06% Q4 2025 Jan 26, 2026
Prime Buchholz LLC History Reduced 257,887 13,864 8.23% 7.97% 369 -9,778 -3.65% Q4 2025 Feb 11, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 256,014 13,763 2.61% 2.36% 370 +48,300 23.25% Q4 2025 Jan 14, 2026
Stratos Wealth Partners, LTD. History Added to 255,817 13,752 0.16% 0.16% 371 +1,723 0.68% Q4 2025 Jan 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 255,734 13,748 0.08% 0.09% 372 +26,549 11.58% Q4 2025 Feb 17, 2026
MOLLER WEALTH PARTNERS History Reduced 253,029 13,602 2.85% 2.95% 373 -8,243 -3.15% Q4 2025 Jan 08, 2026
Arcadia Wealth Management, LLC History Added to 250,200 13,450 5.0% 4.85% 374 +24,458 10.83% Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 250,028 13,441 0.27% 0.29% 375 -1,388 -0.55% Q4 2025 Feb 06, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 249,748 13,426 0.95% 0.68% 376 +84,248 50.91% Q4 2025 Jan 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 248,237 13,345 0.21% 0.22% 377 +5,404 2.23% Q4 2025 Feb 12, 2026
Arcataur Capital Management LLC History Added to 247,976 13,331 3.82% 3.92% 378 +1,650 0.67% Q4 2025 Jan 27, 2026
Windward Private Wealth Management Inc. History Reduced 247,872 13,325 4.61% 4.8% 379 -9,064 -3.53% Q4 2025 Feb 02, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 247,780 13,320 2.6% 2.86% 380 -1,392 -0.56% Q4 2025 Feb 04, 2026
ASSOCIATED BANC-CORP History Added to 247,223 13,290 0.34% 0.32% 381 +24,096 10.8% Q4 2025 Feb 06, 2026
Gotham Asset Management, LLC History Added to 247,047 13,281 0.05% 0.05% 382 +54,915 28.58% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 246,610 13,257 0.19% 0.15% 383 +21,371 9.49% Q4 2025 Feb 02, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 246,180 13,234 0.55% 0.54% 384 +8,634 3.63% Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 244,243 13,130 0.42% 0.45% 385 -41,949 -14.66% Q4 2025 Jan 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 243,691 13,100 1.31% 1.07% 386 +55,220 29.3% Q4 2025 Jan 27, 2026
Wealthspire Retirement, LLC History Added to 243,479 13,089 0.8% 0.81% 387 +7,955 3.38% Q4 2025 Feb 18, 2026
LPWM LLC History Added to 242,904 13,058 3.29% 3.4% 388 +7,698 3.27% Q4 2025 Jan 06, 2026
Regal Investment Advisors LLC History Added to 241,840 13,001 0.78% 0.8% 389 +15,135 6.68% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 240,906 12,951 0.33% 0.34% 390 -6,567 -2.65% Q4 2025 Feb 03, 2026
Keener Financial Planning LLC History Added to 240,733 12,941 5.59% 5.66% 391 +15,490 6.88% Q4 2025 Jan 23, 2026
Austin Private Wealth, LLC History Reduced 240,248 12,915 0.96% 1.04% 392 -12,250 -4.85% Q4 2025 Jan 20, 2026
Northeast Financial Group, Inc. History Added to 239,955 12,903 2.92% 3.21% 393 +2,039 0.86% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 239,766 12,889 0.26% 0.25% 394 +41,431 20.89% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 239,689 12,885 0.18% 0.18% 395 +19,043 8.63% Q4 2025 Feb 17, 2026
Wrenne Financial Planning LLC History Added to 239,134 12,855 5.23% 5.21% 396 +14,375 6.4% Q4 2025 Feb 10, 2026
Thrive Capital Management, LLC History Added to 239,045 12,851 2.86% 1.83% 397 +107,941 82.33% Q4 2025 Feb 09, 2026
Frontier Asset Management, LLC History Reduced 234,602 12,612 2.92% 3.49% 398 -23,541 -9.12% Q4 2025 Feb 04, 2026
Midwest Financial Partners Investments, Inc. History New 234,082 12,584 6.99% 399 +234,082 New Q4 2025 Feb 06, 2026
Pine Ridge Advisers LLC History No change 234,077 12,583 0.75% 0.76% 400 0 0.0% Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 234,000 12,579 0.06% 0.05% 401 +39,320 20.2% Q4 2025 Feb 12, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 233,793 12,568 3.8% 3.87% 402 -7,733 -3.2% Q4 2025 Feb 06, 2026
Brindle & Bay Financial Advisors, LLC History New 232,487 12,498 8.32% 403 +232,487 New Q4 2025 Jan 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 231,843 12,463 0.51% 0.52% 404 +1,704 0.74% Q4 2025 Jan 16, 2026
Everhart Financial Group, Inc. History Reduced 231,501 12,445 1.15% 1.38% 405 -21,992 -8.68% Q4 2025 Jan 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 231,329 12,436 0.78% 0.82% 406 +4,878 2.15% Q4 2025 Feb 06, 2026
Sarasin & Partners LLP History Added to 229,734 12,350 0.13% 0.08% 407 +80,164 53.6% Q4 2025 Jan 08, 2026
Custos Family Office, LLC History Reduced 229,260 12,325 8.41% 8.51% 408 -48,648 -17.51% Q4 2025 Feb 17, 2026
LCW Services, LLC History New 228,998 12,310 6.56% 409 +228,998 New Q4 2025 Feb 11, 2026
Callan Family Office, LLC History Added to 228,175 12,266 0.26% 0.33% 410 +35,152 18.21% Q4 2025 Feb 12, 2026
Zhang Financial LLC History Added to 227,963 12,255 0.46% 0.5% 411 +3,061 1.36% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 227,047 12,206 0.2% 0.15% 412 +88,042 63.34% Q4 2025 Mar 12, 2026
Arkadios Wealth Advisors History Added to 226,954 12,201 0.24% 0.15% 414 +110,982 95.7% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Added to 226,956 12,201 0.37% 0.36% 413 +12,462 5.81% Q4 2025 Feb 11, 2026
RPTC Inc. History Added to 226,667 12,185 2.05% 2.1% 415 +4,291 1.93% Q4 2025 Feb 17, 2026
Cordoba Advisory Partners LLC History New 226,311 12,166 3.01% 416 +226,311 New Q4 2025 Feb 13, 2026
Mittelman Wealth Management History Added to 225,745 12,136 7.89% 7.8% 417 +5,896 2.68% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 215,879 12,089 0.38% 0.37% 418 +15,570 7.77% Q4 2025 Jan 23, 2026
Magnus Financial Group LLC History Reduced 223,703 12,026 0.92% 0.96% 419 -1,981 -0.88% Q4 2025 Jan 07, 2026
Merit Financial Group, LLC History Added to 223,085 11,993 0.1% 0.1% 420 +21,092 10.44% Q4 2025 Jan 26, 2026
IFG Advisors, LLC History Added to 222,752 11,975 1.99% 1.92% 421 +5,300 2.44% Q4 2025 Jan 13, 2026
Simmons Bank History Reduced 221,991 11,934 0.8% 0.81% 422 -1,075 -0.48% Q4 2025 Feb 05, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 221,612 11,913 0.69% 0.7% 423 +6,361 2.96% Q4 2025 Jan 22, 2026
SEGALL BRYANT & HAMILL, LLC History No change 220,793 11,869 0.16% 0.16% 424 0 0.0% Q4 2025 Feb 13, 2026
Cairn Investment Group, Inc. History Added to 219,297 11,789 5.59% 5.39% 425 +1,088 0.5% Q4 2025 Feb 02, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 219,208 11,784 3.53% 3.11% 426 +37,446 20.6% Q4 2025 Jan 23, 2026
Kendall Capital Management History Added to 217,894 11,713 2.45% 0.36% 427 +188,804 649.03% Q4 2025 Jan 16, 2026
Avantax Planning Partners, Inc. History Reduced 217,376 11,686 0.33% 0.41% 428 -48,155 -18.14% Q4 2025 Feb 05, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 215,513 11,586 3.58% 3.63% 429 +6,847 3.28% Q4 2025 Feb 12, 2026
Hurlow Wealth Management Group, Inc. History Reduced 215,362 11,577 2.83% 3.08% 430 -4,495 -2.04% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History Added to 215,068 11,562 1.99% 2.08% 431 +10,179 4.97% Q4 2025 Jan 07, 2026
VestGen Advisors, LLC History Added to 214,938 11,555 0.49% 0.25% 432 +75,342 53.97% Q4 2025 Feb 17, 2026
Tarbox Family Office, Inc. History Reduced 213,675 11,487 1.85% 1.86% 433 -20,551 -8.77% Q4 2025 Jan 21, 2026
Roble, Belko & Company, Inc History Reduced 213,657 11,486 1.51% 1.58% 434 -1,193 -0.56% Q4 2025 Jan 12, 2026
Affiance Financial, LLC History Reduced 213,386 11,471 1.84% 2.12% 435 -1,222 -0.57% Q4 2025 Jan 21, 2026
Barry Investment Advisors, LLC History Added to 209,349 11,254 2.51% 2.53% 436 +6,287 3.1% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Added to 208,973 11,234 0.1% 0.09% 437 +7,132 3.53% Q4 2025 Jan 05, 2026
Cliffwater LLC History No change 208,320 11,199 2.35% 2.38% 438 0 0.0% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Added to 206,600 11,106 0.21% 0.21% 439 +1,679 0.82% Q4 2025 Feb 04, 2026
REAP Financial Group, LLC History Added to 205,349 11,039 2.24% 2.18% 440 +19,923 10.74% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 204,971 11,019 1.21% 1.38% 441 -14,256 -6.5% Q4 2025 Feb 13, 2026
FINANCIAL LIFE ADVISORS History Added to 204,503 10,994 3.39% 1.9% 442 +95,152 87.02% Q4 2025 Jan 30, 2026
REGIMEN WEALTH, LLC History Added to 204,455 10,991 3.21% 3.27% 443 +1,061 0.52% Q4 2025 Feb 09, 2026
Fifth Third Wealth Advisors LLC History Added to 204,337 10,985 0.39% 0.38% 444 +15,344 8.12% Q4 2025 Jan 15, 2026
DEFINE FINANCIAL, LLC History Added to 204,263 10,981 6.22% 6.5% 445 +4,425 2.21% Q4 2025 Jan 13, 2026
180 WEALTH ADVISORS, LLC History Added to 203,763 10,954 1.25% 1.27% 446 +10,930 5.67% Q4 2025 Jan 09, 2026
Fort Point Capital Partners LLC History Added to 194,323 10,948 1.23% 1.09% 447 +22,708 13.23% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 203,424 10,936 1.26% 1.4% 448 +67 0.03% Q4 2025 Feb 17, 2026
Waterford Advisors, LLC History Reduced 203,140 10,920 4.27% 3.83% 449 -1,380 -0.67% Q4 2025 Feb 20, 2026
Janney Capital Management LLC History Reduced 202,972 10,912 0.69% 0.68% 450 -37 -0.02% Q4 2025 Feb 11, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 201,409 10,827 0.61% 0.65% 451 +5,727 2.93% Q4 2025 Feb 04, 2026
Three Bridge Wealth Advisors, LLC History Added to 201,060 10,808 2.85% 2.73% 452 +5,327 2.72% Q4 2025 Feb 10, 2026
ANDERSON HOAGLAND & CO History Added to 200,630 10,785 0.93% 0.95% 453 +4,263 2.17% Q4 2025 Jan 05, 2026
Park Place Capital Corp History Added to 199,871 10,745 2.24% 2.27% 454 +1,605 0.81% Q4 2025 Jan 09, 2026
Sterling Wealth Management, Inc. History Reduced 199,612 10,731 3.06% 3.37% 455 -5,312 -2.59% Q4 2025 Feb 17, 2026
FF Advisors,LLC History Added to 199,015 10,699 4.77% 5.08% 456 +2,946 1.5% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 198,753 10,684 0.01% 0.0% 457 +181,824 1074.04% Q4 2025 Feb 17, 2026
American Trust History Reduced 198,235 10,657 0.9% 0.94% 458 -7,271 -3.54% Q4 2025 Feb 17, 2026
St. Louis Trust Co History Added to 197,747 10,630 1.22% 1.25% 459 +12,833 6.94% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Added to 197,209 10,601 0.29% 0.28% 460 +12,473 6.75% Q4 2025 Feb 03, 2026
Bishop & Co Investment Management, LLC History Reduced 197,181 10,600 3.51% 3.61% 461 -1,974 -0.99% Q4 2025 Jan 21, 2026
Ariston Services Group History No change 196,446 10,560 6.19% 6.41% 462 0 0.0% Q4 2025 Jan 23, 2026
HOWE & RUSLING INC History Added to 196,161 10,545 0.7% 0.71% 463 +5,630 2.95% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History Added to 195,633 10,497 0.12% 0.0% 464 +191,341 4458.08% Q4 2025 Jan 05, 2026
MainStreet Investment Advisors LLC History Reduced 195,143 10,490 1.51% 1.52% 465 -12,906 -6.2% Q4 2025 Feb 10, 2026
Newton One Investments LLC History Reduced 194,691 10,466 3.09% 3.15% 466 -1,598 -0.81% Q4 2025 Jan 23, 2026
Mesirow Financial Investment Management, Inc. History Reduced 192,540 10,350 0.21% 0.22% 467 -29,295 -13.21% Q4 2025 Feb 05, 2026
Cambridge Advisors Inc. History Reduced 190,317 10,231 1.95% 2.03% 468 -1,410 -0.74% Q4 2025 Jan 21, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 190,266 10,228 1.34% 1.33% 469 +3,354 1.79% Q4 2025 Feb 10, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 189,610 10,193 3.19% 2.92% 470 +28,532 17.71% Q4 2025 Jan 07, 2026
BEACON ADVISORS HOLDINGS, LLC History New 188,598 10,139 5.34% 471 +188,598 New Q4 2025 Feb 27, 2026
Cranbrook Wealth Management, LLC History Reduced 188,332 10,124 2.0% 2.06% 472 -1,061 -0.56% Q4 2025 Jan 28, 2026
Allspring Global Investments Holdings, LLC History No change 184,068 10,110 0.02% 0.02% 473 0 0.0% Q4 2025 Jan 15, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 187,889 10,109 2.79% 2.97% 474 +7,901 4.39% Q4 2025 Jan 14, 2026
FIRST MANHATTAN CO. LLC. History Added to 187,657 10,088 0.03% 0.03% 475 +2,277 1.23% Q4 2025 Feb 17, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 187,646 10,087 0.39% 0.38% 476 +14,633 8.46% Q4 2025 Feb 04, 2026
J.W. COLE ADVISORS, INC. History Added to 288,522 10,002 0.24% 0.29% 477 +5,122 1.81% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Reduced 185,923 9,995 0.11% 0.12% 478 -7,963 -4.11% Q4 2025 Feb 02, 2026
Grove Bank & Trust History Added to 185,641 9,980 1.12% 1.14% 479 +5,995 3.34% Q4 2025 Jan 08, 2026
CONNORS INVESTOR SERVICES INC History Reduced 184,903 9,934 0.86% 0.89% 480 -8,403 -4.35% Q4 2025 Feb 09, 2026
OpenArc Corporate Advisory, LLC History New 184,442 9,915 0.16% 481 +184,442 New Q4 2025 Feb 13, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 183,850 9,883 1.42% 0.81% 482 +81,975 80.47% Q4 2025 Feb 10, 2026
SMITH, MOORE & CO. History Added to 183,622 9,871 0.75% 0.74% 483 +5,760 3.24% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 182,848 9,829 0.34% 0.35% 484 +2,993 1.66% Q4 2025 Jan 13, 2026
Integrated Advisors Network LLC History Reduced 182,604 9,816 0.43% 0.43% 485 -6,867 -3.62% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Added to 182,513 9,812 0.6% 0.42% 486 +59,369 48.21% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Reduced 181,796 9,773 0.09% 0.15% 487 -107,287 -37.11% Q4 2025 Feb 18, 2026
Standard Family Office LLC History No change 181,722 9,769 10.38% 10.67% 488 0 0.0% Q4 2025 Feb 18, 2026
Charles Schwab Trust Co History Reduced 181,580 9,761 0.64% 0.68% 489 -2,215 -1.21% Q4 2025 Jan 09, 2026
Tortoise Investment Management, LLC History Added to 181,448 9,754 0.86% 0.87% 490 +480 0.27% Q4 2025 Feb 06, 2026
Forefront Analytics, LLC History Added to 181,105 9,735 8.6% 7.14% 491 +44,383 32.46% Q4 2025 Feb 17, 2026
Tamar Securities, LLC History Added to 180,373 9,696 1.02% 0.99% 492 +19,509 12.13% Q4 2025 Feb 13, 2026
Soltis Investment Advisors LLC History Added to 180,146 9,684 0.64% 0.65% 493 +5,404 3.09% Q4 2025 Apr 02, 2026
ATMOS ADVISORY, LLC History Added to 179,860 9,669 5.6% 5.69% 494 +7,624 4.43% Q4 2025 Jan 21, 2026
Roberts Wealth Advisors, LLC History Added to 179,827 9,667 2.52% 2.52% 495 +5,092 2.91% Q4 2025 Jan 13, 2026
Obsido Oy History Added to 179,776 9,664 5.94% 6.16% 496 +8,897 5.21% Q4 2025 Feb 17, 2026
Freedom Financial Partners LLC History Added to 179,160 9,631 3.5% 3.52% 497 +8,598 5.04% Q4 2025 Jan 06, 2026
NDVR, Inc. History Reduced 178,573 9,600 7.97% 8.18% 498 -2,504 -1.38% Q4 2025 Feb 12, 2026
BlueSky Wealth Advisors, LLC History Reduced 177,522 9,543 1.26% 1.34% 499 -6,438 -3.5% Q4 2025 Jan 26, 2026
Jefferies Financial Group Inc. History Added to 176,667 9,497 0.05% 0.04% 500 +7,765 4.6% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 176,458 9,486 0.32% 0.32% 501 +311 0.18% Q4 2025 Jan 14, 2026
Rathbones Group PLC History Added to 176,386 9,482 0.04% 0.03% 502 +18,639 11.82% Q4 2025 Feb 06, 2026
SAGE RHINO CAPITAL LLC History Reduced 176,178 9,471 1.79% 1.86% 503 -1,478 -0.83% Q4 2025 Jan 30, 2026
Finhabits Advisors LLC History New 175,872 9,454 8.87% 504 +175,872 New Q4 2025 Jan 29, 2026
Smith & Howard Wealth Management, LLC History Reduced 175,184 9,417 2.12% 2.37% 505 -14,661 -7.72% Q4 2025 Feb 03, 2026
Waterloo Capital, L.P. History Added to 174,333 9,372 0.67% 0.69% 506 +3,793 2.22% Q4 2025 Feb 10, 2026
Echo45 Advisors LLC History Reduced 173,240 9,313 5.31% 5.62% 507 -3,592 -2.03% Q4 2025 Feb 06, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 172,545 9,276 0.18% 0.2% 508 -11,114 -6.05% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Reduced 172,202 9,257 0.12% 0.12% 509 -4,945 -2.79% Q4 2025 Feb 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 172,133 9,253 0.05% 0.05% 510 +17,206 11.11% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 170,852 9,184 0.19% 0.18% 511 +205 0.12% Q4 2025 Feb 17, 2026
Canada Post Corp Registered Pension Plan History No change 170,000 9,139 0.35% 0.41% 512 0 0.0% Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History Added to 168,983 9,084 0.18% 0.16% 513 +25,469 17.75% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Added to 168,152 9,039 0.22% 0.23% 514 +2,605 1.57% Q4 2025 Jan 29, 2026
Tribridge Partners Financial LLC History Added to 168,119 9,038 3.79% 4.05% 515 +6,686 4.14% Q4 2025 Jan 26, 2026
PFW Advisors LLC History Added to 167,983 9,030 2.73% 2.67% 516 +1,493 0.9% Q4 2025 Jan 12, 2026
Geneos Wealth Management Inc. History Added to 166,326 8,941 0.22% 0.21% 517 +11,845 7.67% Q4 2025 Jan 28, 2026
BTG Pactual Asset Management US LLC History Reduced 178,750 8,840 0.86% 0.48% 518 -28,120 -13.59% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Added to 164,274 8,831 0.73% 0.68% 519 +613 0.37% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History Reduced 164,223 8,828 0.23% 0.29% 520 -9,966 -5.72% Q4 2025 Feb 02, 2026
TME FINANCIAL, INC. History Reduced 163,821 8,807 6.19% 6.76% 521 -2,808 -1.69% Q4 2025 Jan 27, 2026
Squarepoint Ops LLC History Added to 163,321 8,780 0.01% 0.0% 522 +156,180 2187.09% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 163,336 8,780 0.11% 0.12% 523 +49 0.03% Q4 2025 Jan 22, 2026
Wallington Asset Management, LLC History Added to 162,271 8,723 1.11% 1.14% 524 +746 0.46% Q4 2025 Jan 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 161,548 8,707 2.37% 2.4% 525 +7,897 5.14% Q4 2025 Jan 28, 2026
Coastline Trust Co History Added to 161,487 8,681 0.82% 0.36% 526 +99,956 162.45% Q4 2025 Jan 05, 2026
Fiduciary Group, LLC History Added to 160,845 8,647 0.73% 0.73% 527 +7,016 4.56% Q4 2025 Feb 12, 2026
Aurelius Family Office LLC History Reduced 155,615 8,603 3.7% 3.8% 528 -2,264 -1.43% Q4 2025 Jan 09, 2026
CONTINUUM WEALTH ADVISORS, LLC History Added to 159,381 8,568 3.31% 3.27% 529 +17,991 12.72% Q4 2025 Feb 04, 2026
TMB Capital Partners, LLC History New 159,128 8,554 2.93% 530 +159,128 New Q4 2025 Feb 19, 2026
4Thought Financial Group Inc. History Added to 158,272 8,508 4.21% 4.29% 531 +1,806 1.15% Q4 2025 Jan 29, 2026
ADVOCATE GROUP LLC History Added to 157,991 8,493 1.37% 1.34% 532 +7,642 5.08% Q4 2025 Jan 20, 2026
INVESTMENT PARTNERS, LTD. History Added to 157,809 8,483 2.97% 2.96% 533 +2,806 1.81% Q4 2025 Feb 10, 2026
Abacus Planning Group, Inc. History Added to 157,677 8,476 1.13% 1.13% 534 +7,042 4.67% Q4 2025 Jan 16, 2026
Nelson Capital Management, LLC History Added to 157,399 8,461 0.99% 1.01% 535 +1,029 0.66% Q4 2025 Feb 10, 2026
CENTRAL BANK & TRUST CO History Reduced 156,643 8,421 1.3% 1.41% 536 -8,226 -4.99% Q4 2025 Jan 09, 2026
Applied Capital LLC History Added to 156,501 8,413 3.24% 3.32% 537 +4,420 2.91% Q4 2025 Jan 16, 2026
COURIER CAPITAL LLC History Added to 156,049 8,389 0.47% 0.47% 538 +3,167 2.07% Q4 2025 Jan 29, 2026
Fairway Wealth LLC History Added to 155,876 8,379 2.26% 2.07% 539 +19,526 14.32% Q4 2025 Jan 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 155,608 8,365 0.0% 0.0% 540 +811 0.52% Q4 2025 Feb 02, 2026
Omnia Family Wealth, LLC History Added to 155,551 8,362 2.47% 0.2% 541 +144,018 1248.75% Q4 2025 Jan 16, 2026
Bay Harbor Wealth Management, LLC History Reduced 155,521 8,360 2.18% 2.33% 542 -3,436 -2.16% Q4 2025 Feb 02, 2026
Zeit Capital LLC History Reduced 154,327 8,296 5.6% 5.71% 543 -800 -0.52% Q4 2025 Jan 26, 2026
CFS Investment Advisory Services, LLC History Added to 154,199 8,289 0.61% 0.59% 544 +9,159 6.31% Q4 2025 Feb 10, 2026
Courage Miller Partners, LLC History Reduced 153,066 8,228 2.48% 2.57% 545 -5,418 -3.42% Q4 2025 Jan 26, 2026
Boston Trust Walden Corp History Reduced 152,969 8,223 0.06% 0.09% 546 -62,485 -29.0% Q4 2025 Jan 28, 2026
XY Planning Network, Inc. History Added to 152,745 8,211 1.43% 1.71% 547 +51,401 50.72% Q4 2025 Jan 26, 2026
Sierra Capital LLC History Added to 152,525 8,200 0.87% 0.9% 548 +692 0.46% Q4 2025 Feb 18, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 152,077 8,175 1.84% 1.96% 549 -1,927 -1.25% Q4 2025 Jan 12, 2026
Ackerman Capital Advisors, LLC History Added to 152,029 8,173 1.64% 1.66% 550 +6,046 4.14% Q4 2025 Feb 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 149,785 8,052 0.12% 0.11% 551 +8,369 5.92% Q4 2025 Feb 12, 2026
Seneca Financial Advisors LLC History Added to 149,512 8,037 2.45% 2.38% 552 +14,744 10.94% Q4 2025 Jan 26, 2026
MYECFO, LLC History Added to 148,452 7,986 3.39% 3.1% 553 +22,714 18.06% Q4 2025 Jan 12, 2026
Joule Financial, LLC History Reduced 147,252 7,916 2.37% 2.45% 554 -3,686 -2.44% Q4 2025 Jan 20, 2026
PINNACLE ASSOCIATES LTD History Added to 146,614 7,881 0.1% 0.11% 555 +52 0.04% Q4 2025 Feb 05, 2026
Hiley Hunt Wealth Management History Reduced 146,393 7,870 3.52% 4.01% 556 -10,945 -6.96% Q4 2025 Jan 06, 2026
Verus Advisory, Inc. History New 146,068 7,858 5.13% 557 +146,068 New Q4 2025 Feb 20, 2026
Modern Wealth Management, LLC History Added to 146,080 7,853 0.14% 0.15% 558 +2,937 2.05% Q4 2025 Feb 17, 2026
Beirne Wealth Consulting Services, LLC History Added to 144,732 7,780 2.25% 1.85% 559 +2,714 1.91% Q4 2025 Jan 29, 2026
PRUDENT INVESTORS NETWORK, INC. History New 143,195 7,698 1.77% 560 +143,195 New Q4 2025 Feb 05, 2026
Stonekeep Investments, LLC History Added to 142,820 7,678 4.91% 4.74% 561 +4,865 3.53% Q4 2025 Jan 07, 2026
Seven Springs Wealth Group, LLC History No change 142,767 7,675 2.19% 1.87% 562 0 0.0% Q4 2025 Feb 10, 2026
Evercore Wealth Management, LLC History Added to 142,085 7,638 0.11% 0.1% 563 +11,696 8.97% Q4 2025 Feb 17, 2026
Ameraudi Asset Management, Inc. History Added to 141,743 7,620 4.19% 4.45% 564 +6,051 4.46% Q4 2025 Feb 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 141,391 7,601 0.35% 565 +141,391 New Q4 2025 Feb 13, 2026
Arrowroot Family Office, LLC History Added to 141,387 7,600 2.76% 2.24% 567 +37,918 36.65% Q4 2025 Feb 11, 2026
Plancorp, LLC History Reduced 141,370 7,600 0.23% 0.25% 566 -3,110 -2.15% Q4 2025 Feb 05, 2026
Guardian Wealth Advisors, LLC History Added to 140,332 7,544 4.26% 4.23% 568 +2,472 1.79% Q4 2025 Feb 02, 2026
ASPIRIANT, LLC History Added to 140,133 7,533 0.22% 0.18% 569 +29,198 26.32% Q4 2025 Jan 20, 2026
Hamrick Investment Counsel, llc History New 139,983 7,525 5.6% 570 +139,983 New Q4 2025 Mar 31, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 139,261 7,486 0.46% 0.49% 571 -1,540 -1.09% Q4 2025 Feb 12, 2026
MCF Advisors LLC History Added to 139,035 7,474 0.41% 0.33% 572 +39,306 39.41% Q4 2025 Feb 11, 2026
Invst, LLC History Added to 139,022 7,473 0.81% 0.83% 573 +3,872 2.86% Q4 2025 Feb 11, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 138,244 7,432 1.59% 0.1% 574 +132,555 2330.02% Q4 2025 Feb 12, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 138,045 7,421 3.76% 3.76% 575 +7,043 5.38% Q4 2025 Feb 17, 2026
Duncan Williams Asset Management, LLC History Added to 131,513 7,418 1.84% 1.77% 576 +15,273 13.14% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Reduced 136,991 7,364 0.14% 0.21% 577 -54,309 -28.39% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Added to 136,155 7,319 0.55% 0.57% 578 +223 0.16% Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 135,004 7,257 0.5% 0.55% 579 -190 -0.14% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Reduced 134,531 7,232 0.13% 0.16% 580 -10,769 -7.41% Q4 2025 Jan 16, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 134,341 7,222 3.11% 3.23% 581 +1,700 1.28% Q4 2025 Jan 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 133,233 7,162 0.07% 0.07% 582 +942 0.71% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 133,137 7,157 0.16% 0.15% 583 +27,192 25.67% Q4 2025 Feb 06, 2026
Rareview Capital LLC History Added to 144,705 7,157 4.64% 4.2% 584 +5,532 3.97% Q4 2025 Jan 29, 2026
WEDBUSH SECURITIES INC History Added to 133,093 7,155 0.21% 0.22% 585 +7,003 5.55% Q4 2025 Feb 12, 2026
Rodgers & Associates, LTD History Reduced 132,411 7,118 0.72% 0.74% 586 -192 -0.14% Q4 2025 Jan 22, 2026
Frank, Rimerman Advisors LLC History No change 132,156 7,104 0.45% 0.46% 587 0 0.0% Q4 2025 Jan 15, 2026
Ocean Park Asset Management, LLC History Reduced 131,198 7,053 0.33% 0.72% 588 -189,280 -59.06% Q4 2025 Jan 15, 2026
Abound Wealth Management History Added to 131,176 7,052 1.65% 1.77% 589 +569 0.44% Q4 2025 Jan 12, 2026
Roundview Capital LLC History Added to 130,830 7,033 0.43% 0.35% 590 +29,802 29.5% Q4 2025 Feb 09, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 130,137 6,996 0.28% 0.28% 591 +969 0.75% Q4 2025 Feb 09, 2026
Bricktown Capital, LLC History No change 130,003 6,988 1.18% 1.16% 592 0 0.0% Q4 2025 Jan 15, 2026
Heritage Trust Co History Reduced 129,899 6,983 0.71% 0.77% 593 -3,849 -2.88% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Reduced 129,185 6,944 0.37% 0.4% 594 -9,316 -6.73% Q4 2025 Feb 11, 2026
SWP FINANCIAL LLC History Added to 128,685 6,918 3.47% 2.25% 596 +47,322 58.16% Q4 2025 Jan 16, 2026
James J. Burns & Company, LLC History Added to 128,685 6,918 0.95% 0.96% 595 +10,360 8.76% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 128,237 6,894 0.07% 0.08% 597 -11,892 -8.49% Q4 2025 Feb 13, 2026
Rockbridge Investment Management, LCC History Reduced 128,220 6,893 0.64% 0.7% 598 -2,230 -1.71% Q4 2025 Feb 04, 2026
Michelson Medical Research Foundation, Inc. History No change 127,630 6,861 6.88% 6.01% 599 0 0.0% Q4 2025 Feb 17, 2026
TRUST CO OF VERMONT History Added to 127,358 6,846 0.29% 0.25% 600 +19,950 18.57% Q4 2025 Jan 16, 2026
Cherry Tree Wealth Management, LLC History Added to 127,220 6,839 1.44% 1.44% 601 +5,858 4.83% Q4 2025 Feb 10, 2026
Prosperity Advisers, LLC History New 126,884 6,821 5.63% 602 +126,884 New Q4 2025 Jan 23, 2026
DRAVO BAY LLC History Added to 126,632 6,807 2.83% 2.94% 603 +3,732 3.04% Q4 2025 Jan 27, 2026
Auour Investments LLC History Added to 125,542 6,749 2.15% 1.27% 604 +53,785 74.95% Q4 2025 Jan 12, 2026
Strategic Blueprint, LLC History Reduced 125,436 6,743 0.4% 0.36% 605 -26,474 -17.43% Q4 2025 Jan 30, 2026
Aspire Private Capital, LLC History Reduced 124,848 6,711 1.49% 1.48% 606 -11,094 -8.16% Q4 2025 Jan 16, 2026
MOTIVE WEALTH ADVISORS History Reduced 124,302 6,682 2.85% 2.97% 607 -2,936 -2.31% Q4 2025 Jan 15, 2026
Sunflower Bank, N.A. History Reduced 124,049 6,668 1.68% 1.73% 608 -7,596 -5.77% Q4 2025 Jan 09, 2026
Gladwyn Financial Advisors, Inc. History Reduced 123,643 6,647 4.67% 4.83% 609 -469 -0.38% Q4 2025 Jan 08, 2026
IF Advisors, LLC History New 123,479 6,638 5.39% 610 +123,479 New Q4 2025 Feb 10, 2026
Level Wealth Management LLC History Reduced 123,451 6,636 3.39% 3.89% 611 -12,923 -9.48% Q4 2025 Feb 02, 2026
Gould Capital, LLC History Reduced 123,380 6,632 4.09% 4.17% 612 -837 -0.67% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 122,970 6,610 0.01% 0.0% 613 +109,400 806.19% Q4 2025 Feb 12, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 122,874 6,606 0.19% 0.2% 614 +13 0.01% Q4 2025 Feb 06, 2026
Dougherty Wealth Advisers LLC History Added to 122,683 6,595 3.73% 3.98% 615 +8,589 7.53% Q4 2025 Jan 29, 2026
Main Street Financial Solutions, LLC History Reduced 122,346 6,577 0.49% 0.46% 616 -9,298 -7.06% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Added to 121,245 6,518 0.2% 0.19% 617 +7,357 6.46% Q4 2025 Feb 10, 2026
Birch Hill Investment Advisors LLC History Added to 121,141 6,512 0.27% 0.27% 618 +1,672 1.4% Q4 2025 Jan 27, 2026
J.E. Simmons & Co., P.C. History New 120,910 6,500 4.21% 619 +120,910 New Q4 2025 Feb 13, 2026
Strong Retirement Solutions LLC History New 120,845 6,496 4.38% 620 +120,845 New Q4 2025 Feb 18, 2026
Cedar Point Capital Partners, LLC History Reduced 120,753 6,491 4.14% 4.46% 621 -4,934 -3.93% Q4 2025 Feb 11, 2026
Retirement Wealth Solutions LLC History Added to 120,731 6,490 4.1% 4.28% 622 +458 0.38% Q4 2025 Jan 07, 2026
Ethos Financial Group, LLC History Added to 120,603 6,483 0.48% 0.48% 623 +7,163 6.31% Q4 2025 Jan 20, 2026
WOODSTOCK CORP History Added to 120,557 6,481 0.56% 0.57% 624 +110 0.09% Q4 2025 Jan 14, 2026
SYON CAPITAL LLC History Added to 120,035 6,453 0.32% 0.34% 625 +2,793 2.38% Q4 2025 Feb 11, 2026
Martel Wealth Advisors Inc History Reduced 118,015 6,344 1.08% 1.14% 626 -2,406 -2.0% Q4 2025 Jan 21, 2026
HCR Wealth Advisors History Added to 117,794 6,332 0.63% 0.61% 627 +10,545 9.83% Q4 2025 Jan 27, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 117,475 6,315 1.66% 0.2% 628 +104,636 814.99% Q4 2025 Feb 06, 2026
Stephenson & Company, Inc. History Added to 117,201 6,300 3.46% 3.55% 629 +3,222 2.83% Q4 2025 Jan 27, 2026
Walkner Condon Financial Advisors LLC History Added to 117,050 6,292 0.87% 0.99% 630 +1,912 1.66% Q4 2025 Jan 21, 2026
PARTHENON LLC History Reduced 117,033 6,291 0.68% 0.71% 631 -1,185 -1.0% Q4 2025 Jan 23, 2026
S&CO INC History Added to 116,943 6,286 0.39% 0.39% 632 +835 0.72% Q4 2025 Feb 05, 2026
Genesis Financial Group, LLC History New 116,918 6,285 3.65% 633 +116,918 New Q4 2025 Jan 16, 2026
Sigma Planning Corp History Added to 115,913 6,231 0.17% 0.18% 634 +2,174 1.91% Q4 2025 Jan 30, 2026
HT Partners LLC History Reduced 115,920 6,231 1.85% 1.93% 635 -368 -0.32% Q4 2025 Jan 21, 2026
Eagle Bay Advisors LLC History Reduced 115,874 6,229 4.55% 5.29% 636 -8,564 -6.88% Q4 2025 Jan 23, 2026
Oliver Luxxe Assets LLC History Reduced 115,606 6,214 0.95% 1.0% 637 -1,560 -1.33% Q4 2025 Jan 08, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 115,294 6,198 3.41% 3.5% 638 -3,243 -2.74% Q4 2025 Jan 02, 2026
Cedar Mountain Advisors, LLC History Added to 115,011 6,182 1.19% 1.21% 639 +379 0.33% Q4 2025 Feb 11, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 114,808 6,172 1.27% 1.3% 640 +1,724 1.52% Q4 2025 Feb 09, 2026
Summit Wealth Group, LLC History Added to 114,325 6,146 1.44% 1.49% 641 +577 0.51% Q4 2025 Feb 06, 2026
Hilltop National Bank History Added to 114,266 6,142 1.49% 1.52% 642 +196 0.17% Q4 2025 Jan 07, 2026
rebel Financial LLC History New 113,971 6,127 2.62% 643 +113,971 New Q4 2025 Mar 27, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 112,956 6,072 0.42% 0.43% 644 -884 -0.78% Q4 2025 Jan 28, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 112,916 6,070 0.13% 0.14% 645 -6,579 -5.51% Q4 2025 Feb 18, 2026
VCI Wealth Management LLC History Added to 112,837 6,066 1.69% 1.71% 646 +8,763 8.42% Q4 2025 Jan 27, 2026
Ascent Group, LLC History Reduced 112,640 6,055 0.21% 0.23% 647 -6,405 -5.38% Q4 2025 Jan 20, 2026
SkyOak Wealth, LLC History Added to 112,370 6,040 1.09% 1.14% 648 +489 0.44% Q4 2025 Feb 05, 2026
Kearns & Associates LLC History Added to 112,346 6,039 3.12% 3.17% 649 +2,256 2.05% Q4 2025 Jan 08, 2026
Winthrop Advisory Group LLC History Reduced 112,212 6,032 0.51% 0.54% 650 -1,030 -0.91% Q4 2025 Jan 21, 2026
Genesis Wealth Advisors, LLC History Added to 112,014 6,021 4.12% 4.2% 651 +1,980 1.8% Q4 2025 Feb 13, 2026
Jackson Hole Capital Partners, LLC History Added to 111,951 6,018 1.03% 1.03% 652 +377 0.34% Q4 2025 Jan 30, 2026
Trust Co of the South History Reduced 111,752 6,007 0.97% 1.09% 653 -9,975 -8.19% Q4 2025 Jan 05, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 111,314 5,984 0.11% 0.12% 654 -2,257 -1.99% Q4 2025 Jan 23, 2026
Cornerstone Wealth Advisors, Inc. History Added to 111,265 5,981 1.39% 1.42% 655 +3,277 3.03% Q4 2025 Jan 14, 2026
Principia Wealth Advisory, LLC History Added to 110,838 5,958 3.73% 3.59% 656 +14,856 15.48% Q4 2025 Feb 10, 2026
Richmond Investment Services, LLC History Added to 110,524 5,941 1.03% 0.97% 657 +14,176 14.71% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 110,055 5,916 0.01% 14.19% 658 +53,634 95.06% Q4 2025 Feb 17, 2026
1900 WEALTH MANAGEMENT LLC History Added to 109,830 5,904 0.38% 0.4% 659 +2,024 1.88% Q4 2025 Jan 20, 2026
DiPaolo Financial Group, Inc. History New 109,738 5,899 6.28% 660 +109,738 New Q4 2025 Feb 24, 2026
CGN Advisors LLC History Added to 109,601 5,892 0.47% 0.47% 661 +3,399 3.2% Q4 2025 Jan 05, 2026
MGO Private Wealth, LLC History Reduced 109,551 5,889 3.65% 3.67% 662 -3,306 -2.93% Q4 2025 Feb 10, 2026
Pachira Investments Inc. History Added to 109,433 5,883 2.86% 2.37% 663 +31,418 40.27% Q4 2025 Feb 02, 2026
Andina Capital Management, LLC History Added to 108,848 5,851 3.54% 3.27% 664 +1,975 1.85% Q4 2025 Feb 12, 2026
1834 INVESTMENT ADVISORS CO History Added to 108,819 5,850 0.73% 0.71% 665 +2,238 2.1% Q4 2025 Jan 29, 2026
Axiom Financial Strategies, LLC History Reduced 108,597 5,838 2.46% 2.57% 666 -1,648 -1.49% Q4 2025 Jan 23, 2026
Galvin, Gaustad & Stein, LLC History Reduced 107,676 5,788 0.45% 0.74% 667 -60,312 -35.9% Q4 2025 Jan 23, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 107,531 5,780 0.03% 0.04% 668 -110 -0.1% Q4 2025 Feb 12, 2026
Mirador Capital Partners LP History Added to 107,008 5,752 0.79% 0.8% 669 +2,250 2.15% Q4 2025 Jan 14, 2026
Trevian Wealth Management LLC History Added to 106,344 5,716 2.71% 3.03% 670 +2,223 2.14% Q4 2025 Feb 05, 2026
ST GERMAIN D J CO INC History Reduced 106,285 5,713 0.22% 0.23% 671 -1,022 -0.95% Q4 2025 Jan 29, 2026
ATLAS CAPITAL ADVISORS INC. History New 106,035 5,700 0.63% 672 +106,035 New Q4 2025 Feb 13, 2026
Cerity Partners OCIO LLC History Reduced 105,598 5,676 0.31% 5.29% 673 -1,807,565 -94.48% Q4 2025 Feb 11, 2026
Breakwater Investment Management History Reduced 105,362 5,664 2.05% 2.17% 674 -3,029 -2.79% Q4 2025 Feb 02, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 105,133 5,651 0.28% 0.3% 675 -2,622 -2.43% Q4 2025 Feb 11, 2026
GoalFusion Wealth Management, LLC History Added to 104,885 5,638 2.61% 2.67% 676 +1,802 1.75% Q4 2025 Jan 06, 2026
Oakwell Private Wealth Management, LLC History Reduced 104,498 5,617 1.05% 1.14% 677 -345 -0.33% Q4 2025 Jan 30, 2026
Haverford Trust Co History Added to 104,455 5,615 0.05% 0.05% 678 +3,167 3.13% Q4 2025 Feb 13, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 104,443 5,614 0.54% 0.57% 679 -295 -0.28% Q4 2025 Feb 06, 2026
Compass Wealth Management, LLC/GA History Added to 104,370 5,610 2.31% 2.47% 680 +1,585 1.54% Q4 2025 Feb 17, 2026
One Degree Advisors Inc History Added to 104,338 5,609 1.54% 1.7% 681 +1,976 1.93% Q4 2025 Feb 06, 2026
SWS Partners History Added to 104,126 5,597 1.35% 1.35% 682 +1,842 1.8% Q4 2025 Jan 16, 2026
Proficio Capital Partners LLC History Added to 103,942 5,587 0.39% 0.02% 683 +97,287 1461.86% Q4 2025 Feb 12, 2026
Thrive Wealth Management, LLC History Added to 103,929 5,587 0.82% 0.85% 684 +280 0.27% Q4 2025 Jan 12, 2026
NewSquare Capital LLC History Reduced 103,620 5,570 0.49% 0.54% 685 -43,779 -29.7% Q4 2025 Feb 17, 2026
Trust Co History Added to 103,029 5,538 0.52% 0.55% 686 +4,114 4.16% Q4 2025 Jan 15, 2026
HANCOCK WHITNEY CORP History Reduced 102,967 5,535 0.1% 0.1% 687 -217 -0.21% Q4 2025 Feb 17, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 102,732 5,522 1.37% 1.27% 688 +11,433 12.52% Q4 2025 Jan 27, 2026
WARNER FINANCIAL, INC History Added to 102,589 5,515 1.91% 1.92% 689 +7,922 8.37% Q4 2025 Jan 21, 2026
Clearstead Advisors, LLC History Added to 102,071 5,487 0.07% 0.07% 690 +6,044 6.29% Q4 2025 Feb 09, 2026
Clear Retirement Advice LLC History New 97,260 5,486 4.27% 691 +97,260 New Q4 2025 Feb 24, 2026
Tikvah Management LLC History No change 101,580 5,460 1.46% 1.62% 692 0 0.0% Q4 2025 Feb 13, 2026
KICKSTAND VENTURES, LLC. History Added to 101,165 5,438 1.15% 1.17% 693 +3,185 3.25% Q4 2025 Jan 29, 2026
HEADINVEST, LLC History Added to 100,902 5,424 1.08% 1.09% 694 +3,315 3.4% Q4 2025 Feb 02, 2026
Marino Management, LLC History New 100,287 5,396 1.07% 695 +100,287 New Q4 2025 Feb 13, 2026
Bedminster, LLC History New 100,362 5,395 4.96% 696 +100,362 New Q4 2025 Feb 05, 2026
BHK Investment Advisors, LLC History Added to 100,058 5,379 1.77% 1.86% 697 +8,267 9.01% Q4 2025 Feb 03, 2026
Harvest Investment Advisors, LLC History New 100,042 5,378 3.05% 698 +100,042 New Q4 2025 Feb 17, 2026
Tull Financial Group, Inc. History Added to 99,621 5,355 2.29% 2.33% 699 +2,349 2.41% Q4 2025 Feb 12, 2026
KITCHING PARTNERS, LLC History Added to 99,455 5,346 4.88% 4.49% 700 +11,748 13.39% Q4 2025 Feb 18, 2026
Triangle Securities Wealth Management History Reduced 99,283 5,337 1.13% 1.22% 701 -555 -0.56% Q4 2025 Jan 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 98,693 5,305 0.29% 0.31% 702 -2,614 -2.58% Q4 2025 Jan 13, 2026
Peterson Wealth Advisors, LLC History Reduced 98,561 5,298 0.71% 0.85% 703 -5,456 -5.25% Q4 2025 Jan 09, 2026
BOK Financial Private Wealth, Inc. History Added to 98,419 5,290 0.32% 0.32% 704 +4,652 4.96% Q4 2025 Feb 06, 2026
Opus Capital Group, LLC History Added to 98,358 5,288 0.57% 0.6% 705 +361 0.37% Q4 2025 Jan 30, 2026
One Capital Management, LLC History Added to 98,319 5,285 0.16% 0.07% 706 +59,874 155.74% Q4 2025 Feb 10, 2026
Alley Investment Management Company, LLC History Reduced 98,131 5,275 0.62% 0.62% 707 -376 -0.38% Q4 2025 Jan 27, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 97,985 5,267 0.39% 0.4% 708 +2,205 2.3% Q4 2025 Feb 04, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 97,327 5,232 0.15% 0.15% 709 +5,304 5.76% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 96,854 5,206 0.02% 0.01% 710 +7,341 8.2% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 96,823 5,205 0.03% 0.04% 711 +1,276 1.34% Q4 2025 Jan 28, 2026
Blueprint Investment Partners LLC History Added to 96,771 5,202 0.56% 0.69% 712 +5,848 6.43% Q4 2025 Feb 17, 2026
McNamara Financial Services, Inc. History Reduced 96,630 5,194 0.99% 1.04% 713 -6,213 -6.04% Q4 2025 Jan 21, 2026
Addis & Hill, Inc History Added to 96,251 5,174 3.13% 3.13% 714 +2,008 2.13% Q4 2025 Jan 06, 2026
WATERS PARKERSON & CO., LLC History Added to 96,211 5,172 0.25% 0.25% 715 +110 0.11% Q4 2025 Feb 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 96,182 5,170 0.18% 0.18% 716 -3,266 -3.28% Q4 2025 Feb 12, 2026
Johnson Financial Group, Inc. History Reduced 95,937 5,157 0.19% 0.2% 717 -1,030 -1.06% Q4 2025 Feb 12, 2026
Journey Beyond Wealth, LLC History Added to 95,878 5,154 4.1% 4.04% 718 +5,184 5.72% Q4 2025 Jan 23, 2026
Wealth Advisory Team LLC History New 95,703 5,144 4.55% 719 +95,703 New Q4 2025 Feb 05, 2026
Crewe Advisors LLC History Added to 95,472 5,132 0.45% 0.47% 720 +4,607 5.07% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 95,223 5,119 0.1% 0.11% 721 -1,886 -1.94% Q4 2025 Feb 12, 2026
DAVIS R M INC History Reduced 95,092 5,112 0.09% 0.09% 722 -1,450 -1.5% Q4 2025 Feb 12, 2026
McAdam, LLC History Added to 94,756 5,094 0.23% 0.24% 723 +4,181 4.62% Q4 2025 Feb 13, 2026
DDFG, Inc History Reduced 94,486 5,079 1.11% 1.19% 724 -707 -0.74% Q4 2025 Jan 08, 2026
FIDUCIENT ADVISORS LLC History Added to 94,425 5,076 0.63% 0.59% 725 +793 0.85% Q4 2025 Feb 10, 2026
Level Financial Advisors History Added to 94,182 5,063 1.34% 1.34% 726 +6,421 7.32% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 94,110 5,059 0.03% 0.03% 727 +10,562 12.64% Q4 2025 Jan 26, 2026
NWAM LLC History Reduced 90,070 5,043 0.28% 0.27% 728 -1,741 -1.9% Q4 2025 Feb 04, 2026
Maltin Wealth Management, Inc. History Added to 93,796 5,042 2.01% 1.99% 729 +5,464 6.19% Q4 2025 Jan 15, 2026
REDW Wealth LLC History Reduced 93,350 5,018 1.91% 1.94% 730 -1,286 -1.36% Q4 2025 Jan 28, 2026
Waldron Private Wealth LLC History Reduced 92,432 4,969 0.2% 0.21% 731 -2,739 -2.88% Q4 2025 Jan 14, 2026
Stephens Greth Foundation History New 92,270 4,960 2.85% 732 +92,270 New Q4 2025 Feb 09, 2026
Nipun Capital, L.P. History New 92,200 4,956 2.26% 733 +92,200 New Q4 2025 Feb 12, 2026
Hardy Reed LLC History Reduced 92,073 4,949 0.35% 0.37% 734 -10 -0.01% Q4 2025 Feb 06, 2026
FIFTH THIRD SECURITIES, INC. History Added to 91,851 4,937 0.32% 0.3% 735 +9,968 12.17% Q4 2025 Jan 23, 2026
Marathon Strategic Advisors, LLC History Reduced 90,754 4,878 3.72% 4.02% 736 -1,966 -2.12% Q4 2025 Feb 11, 2026
Western Reserve Capital Management, LLC History New 90,544 4,867 4.54% 737 +90,544 New Q4 2025 Feb 10, 2026
Sound Financial Strategies Group, LLC History Added to 90,372 4,858 3.43% 3.05% 738 +13,291 17.24% Q4 2025 Feb 03, 2026
Landmark Wealth Management, LLC History Added to 90,165 4,847 1.85% 1.91% 739 +1,430 1.61% Q4 2025 Feb 05, 2026
FMA Wealth Management, LLC History Added to 89,622 4,818 3.12% 3.27% 740 +1,654 1.88% Q4 2025 Jan 13, 2026
Cooksen Wealth, LLC History Added to 89,336 4,802 3.51% 3.61% 741 +111 0.12% Q4 2025 Jan 20, 2026
Pine Valley Investments Ltd Liability Co History Reduced 89,296 4,800 0.22% 0.26% 742 -6,980 -7.25% Q4 2025 Feb 13, 2026
LEE DANNER & BASS INC History Added to 88,989 4,784 0.34% 0.35% 743 +329 0.37% Q4 2025 Jan 29, 2026
Columbus Macro, LLC History Reduced 88,715 4,769 0.52% 0.56% 744 -2,893 -3.16% Q4 2025 Jan 15, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 88,235 4,743 0.52% 0.57% 745 -4,984 -5.35% Q4 2025 Feb 18, 2026
Venture Visionary Partners LLC History Reduced 88,087 4,735 0.15% 0.17% 746 -983 -1.1% Q4 2025 Feb 13, 2026
K2 Financial Inc. History Reduced 85,446 4,726 3.65% 3.8% 747 -2,120 -2.42% Q4 2025 Jan 22, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 87,668 4,713 0.3% 0.31% 748 +803 0.92% Q4 2025 Jan 21, 2026
Accelerate Investment Advisors LLC History Added to 87,619 4,710 3.17% 3.04% 749 +5,013 6.07% Q4 2025 Jan 12, 2026
Thayer Partners, LLC / MA History New 87,418 4,699 2.29% 750 +87,418 New Q4 2025 Feb 05, 2026
BKM Wealth Management, LLC History Added to 87,393 4,698 1.72% 1.74% 751 +314 0.36% Q4 2025 Jan 29, 2026
Allianz Asset Management GmbH History Reduced 87,189 4,687 0.0% 0.02% 753 -210,172 -70.68% Q4 2025 Feb 11, 2026
HM PAYSON & CO History Added to 87,200 4,687 0.07% 0.05% 752 +22,724 35.24% Q4 2025 Feb 12, 2026
Strategic Financial Partners, Ltd. History Reduced 87,174 4,686 2.03% 2.21% 754 -2,055 -2.3% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History No change 86,918 4,672 0.01% 0.01% 755 0 0.0% Q4 2025 Feb 12, 2026
SAPIENT CAPITAL LLC History Added to 86,821 4,671 0.07% 0.01% 756 +71,815 478.58% Q4 2025 Feb 05, 2026
Heartwood Wealth Advisors LLC History Added to 86,273 4,638 0.43% 0.42% 757 +3,637 4.4% Q4 2025 Jan 12, 2026
Bryn Mawr Trust Advisors, LLC History Added to 86,156 4,631 0.22% 0.2% 758 +12,772 17.4% Q4 2025 Feb 04, 2026
VERITY Wealth Advisors History No change 86,117 4,629 2.87% 2.95% 759 0 0.0% Q4 2025 Jan 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 85,833 4,614 0.1% 0.11% 760 -1,189 -1.37% Q4 2025 Feb 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 85,823 4,613 0.2% 0.19% 761 +1,186 1.4% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 85,771 4,611 0.17% 0.05% 763 +72,819 562.22% Q4 2025 Feb 04, 2026
Glenview Trust Co History Added to 85,783 4,611 0.07% 0.07% 762 +1,021 1.2% Q4 2025 Feb 09, 2026
Private Wealth Advisors, LLC History Added to 85,506 4,596 1.47% 1.49% 764 +3,597 4.39% Q4 2025 Feb 06, 2026
Bank of New Hampshire History New 85,435 4,592 1.03% 766 +85,435 New Q4 2025 Mar 16, 2026
Phoenix Financial Ltd. History Added to 85,448 4,592 0.05% 0.05% 765 +2,663 3.22% Q4 2025 Feb 05, 2026
Kagan Cocozza Asset Management History Added to 85,254 4,583 3.26% 3.38% 767 +2,742 3.32% Q4 2025 Jan 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 84,936 4,566 0.21% 0.23% 768 -6,367 -6.97% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Added to 82,392 4,555 0.1% 0.09% 769 +11,674 16.51% Q4 2025 Jan 08, 2026
Main Management LLC History Added to 84,478 4,542 0.33% 0.21% 770 +32,574 62.76% Q4 2025 Feb 10, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 84,100 4,521 0.03% 772 +84,100 New Q4 2025 Feb 17, 2026
Employees' Retirement Fund of the City of Fort Worth History Reduced 84,100 4,521 2.02% 2.54% 771 -6,700 -7.38% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 83,400 4,483 0.0% 0.0% 773 -76,540 -47.86% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 83,075 4,466 0.15% 0.11% 774 +24,707 42.33% Q4 2025 Feb 10, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 82,356 4,427 3.38% 3.48% 775 +1,813 2.25% Q4 2025 Feb 17, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 82,194 4,418 0.32% 0.24% 776 +21,957 36.45% Q4 2025 Jan 12, 2026
Gutierrez Wealth Advisory, LLC History Reduced 81,724 4,393 2.76% 2.84% 777 -263 -0.32% Q4 2025 Feb 06, 2026
YANKCOM Partnership History Added to 81,310 4,371 1.86% 1.94% 778 +1,924 2.42% Q4 2025 Jan 20, 2026
NerdWallet Wealth Partners, LLC History Added to 81,200 4,357 1.95% 1.86% 779 +11,129 15.88% Q4 2025 Jan 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 80,895 4,348 0.6% 0.63% 780 -270 -0.33% Q4 2025 Jan 23, 2026
TPG Financial Advisors, LLC History Added to 80,743 4,340 1.45% 1.61% 781 +710 0.89% Q4 2025 Feb 06, 2026
Wealth Management Strategies, Inc. History Added to 80,409 4,322 1.99% 2.02% 782 +5,203 6.92% Q4 2025 Feb 17, 2026
Graetz Wealth LLC History New 80,373 4,320 3.93% 783 +80,373 New Q4 2025 Feb 12, 2026
1ST SOURCE BANK History Reduced 80,288 4,316 0.23% 0.25% 784 -7,043 -8.06% Q4 2025 Feb 05, 2026
Orin Green Financial, LLC History Reduced 79,899 4,295 1.72% 2.02% 785 -13,457 -14.41% Q4 2025 Feb 06, 2026
Symmetry Partners, LLC History Reduced 79,464 4,271 0.25% 0.81% 786 -58,660 -42.47% Q4 2025 Jan 27, 2026
Vavra Capital Management, LLC History New 79,321 4,264 4.19% 788 +79,321 New Q4 2025 Jan 22, 2026
Compton Wealth Advisory Group, LLC History Added to 79,317 4,264 0.93% 0.96% 787 +2,780 3.63% Q4 2025 Jan 13, 2026
Lutz Financial Services LLC History Added to 79,115 4,253 0.29% 0.31% 789 +334 0.42% Q4 2025 Feb 06, 2026
Trust Point Inc. History Reduced 78,870 4,240 0.33% 0.36% 790 -3,176 -3.87% Q4 2025 Jan 13, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 78,805 4,236 2.44% 2.5% 791 -565 -0.71% Q4 2025 Jan 15, 2026
SVB WEALTH LLC History Reduced 78,636 4,227 0.25% 0.23% 792 -675 -0.85% Q4 2025 Feb 04, 2026
Drucker Wealth 3.0, LLC History Reduced 78,143 4,200 0.74% 0.78% 793 -2,275 -2.83% Q4 2025 Feb 03, 2026
Gordian Advisors LLC History Reduced 78,123 4,199 2.78% 2.86% 794 -360 -0.46% Q4 2025 Feb 09, 2026
Angeles Investment Advisors, LLC History Added to 77,885 4,187 0.28% 0.21% 795 +18,770 31.75% Q4 2025 Feb 17, 2026
Financial Strategies Group, Inc. History Reduced 75,174 4,178 0.76% 0.81% 796 -1,645 -2.14% Q4 2025 Feb 05, 2026
Northern Lights Advisors, Inc. History New 77,709 4,177 2.87% 797 +77,709 New Q4 2025 Apr 20, 2026
Atlatl Advisers LLC History Added to 77,142 4,152 1.59% 1.53% 798 +6,122 8.62% Q4 2025 Feb 09, 2026
DWR WEALTH MANAGEMENT, LLC History New 77,028 4,144 3.85% 800 +77,028 New Q4 2025 Mar 31, 2026
Fortitude Family Office, LLC History Reduced 77,089 4,144 0.96% 1.18% 799 -3,778 -4.67% Q4 2025 Jan 15, 2026
WBH ADVISORY INC History Added to 76,952 4,136 0.31% 0.31% 801 +1,905 2.54% Q4 2025 Jan 26, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 76,826 4,130 0.19% 0.64% 802 -237,092 -75.53% Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 76,574 4,116 0.31% 0.33% 803 +1,909 2.56% Q4 2025 Jan 09, 2026
Campion Asset Management History Added to 76,415 4,108 2.85% 2.72% 804 +5,702 8.06% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Added to 76,084 4,088 0.91% 0.9% 805 +4,427 6.18% Q4 2025 Jan 23, 2026
Joel Isaacson & Co., LLC History Added to 75,951 4,083 0.13% 0.12% 806 +15,203 25.03% Q4 2025 Jan 30, 2026
Warwick Investment Management, Inc. History Added to 75,535 4,060 0.63% 0.46% 807 +26,130 52.89% Q4 2025 Jan 15, 2026
Wealth Advisory Solutions, LLC History Reduced 74,899 4,026 0.94% 1.0% 808 -986 -1.3% Q4 2025 Jan 16, 2026
Values Added Financial LLC History Reduced 74,275 3,993 1.69% 1.8% 809 -516 -0.69% Q4 2025 Jan 16, 2026
DBK Financial Counsel, LLC History Reduced 74,216 3,989 3.06% 3.49% 810 -2,411 -3.15% Q4 2025 Jan 26, 2026
Security Financial Services, INC. History Reduced 73,686 3,961 0.62% 0.66% 811 -2,241 -2.95% Q4 2025 Jan 27, 2026
Hudson Oak Wealth Advisory LLC History New 73,262 3,938 3.47% 813 +73,262 New Q4 2025 Jan 23, 2026
Newport Capital Group, LLC History Added to 73,266 3,938 2.41% 2.45% 812 +1,185 1.64% Q4 2025 Feb 13, 2026
VAN STRUM & TOWNE INC. History Added to 72,830 3,915 1.1% 1.15% 814 +660 0.91% Q4 2025 Feb 03, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 72,606 3,903 0.41% 0.41% 815 +764 1.06% Q4 2025 Feb 12, 2026
Werba Rubin Papier Wealth Management History Added to 72,459 3,895 1.06% 0.59% 816 +4,896 7.25% Q4 2025 Jan 27, 2026
BlackDiamond Wealth Management, LLC History Added to 67,238 3,882 1.89% 1.76% 817 +7,677 12.89% Q4 2025 Feb 10, 2026
Rinkey Investments History Reduced 71,496 3,843 0.98% 1.05% 818 -1,824 -2.49% Q4 2025 Feb 04, 2026
Perissos Private Wealth Management, LLC History Reduced 71,403 3,838 3.31% 5.67% 819 -72,359 -50.33% Q4 2025 Feb 09, 2026
LOUISBOURG INVESTMENTS INC. History Added to 71,236 3,829 0.76% 0.82% 820 +1,628 2.34% Q4 2025 Jan 16, 2026
CWA Asset Management Group, LLC History Reduced 71,043 3,819 0.14% 0.14% 821 -1,061 -1.47% Q4 2025 Jan 07, 2026
Aspen Grove Capital, LLC History Added to 71,008 3,818 0.66% 0.64% 822 +934 1.33% Q4 2025 Feb 17, 2026
BURNEY CO/ History Reduced 70,946 3,814 0.12% 0.12% 823 -1,573 -2.17% Q4 2025 Jan 23, 2026
TFO Wealth Partners, LLC History Added to 70,881 3,810 0.57% 0.61% 824 +1,298 1.87% Q4 2025 Feb 05, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 66,258 3,793 0.54% 0.51% 825 +9,133 15.99% Q4 2025 Feb 11, 2026
CFO4Life Group, LLC History Reduced 70,461 3,787 0.54% 0.57% 826 -1,473 -2.05% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Added to 70,332 3,781 0.88% 0.86% 827 +3,957 5.96% Q4 2025 Feb 13, 2026
WealthSpring Partners, LLC History New 70,312 3,779 3.87% 828 +70,312 New Q4 2025 Feb 12, 2026
Capital Group Private Client Services, Inc. History Added to 70,179 3,772 0.06% 0.06% 829 +2,998 4.46% Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Added to 70,118 3,769 0.19% 0.2% 830 +9,994 16.62% Q4 2025 Feb 10, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 70,037 3,765 1.89% 1.99% 831 -374 -0.53% Q4 2025 Jan 14, 2026
Elevated Capital Advisors, LLC History Reduced 69,985 3,762 0.88% 0.96% 832 -916 -1.29% Q4 2025 Jan 27, 2026
Victrix Investment Advisors History New 69,816 3,753 1.45% 833 +69,816 New Q4 2025 Feb 11, 2026
KRM WEALTH MANAGEMENT L.L.C. History New 69,699 3,747 2.05% 834 +69,699 New Q4 2025 Apr 07, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 69,490 3,735 1.63% 0.83% 835 +35,255 102.98% Q4 2025 Feb 05, 2026
TICINO WEALTH History New 69,392 3,730 1.38% 836 +69,392 New Q4 2025 Jan 27, 2026
NBC SECURITIES, INC. History Added to 69,169 3,718 0.28% 0.29% 837 +111 0.16% Q4 2025 Jan 29, 2026
Bridgewealth Advisory Group, LLC History Added to 69,146 3,717 0.82% 0.85% 838 +1,364 2.01% Q4 2025 Feb 04, 2026
LMCG INVESTMENTS, LLC History Added to 69,007 3,709 0.21% 0.22% 839 +796 1.17% Q4 2025 Feb 03, 2026
Clear Creek Financial Management, LLC History New 68,866 3,702 0.3% 840 +68,866 New Q4 2025 Jan 23, 2026
Fullerton Advisors, LLC History New 68,689 3,692 3.69% 841 +68,689 New Q4 2025 Feb 02, 2026
Summit Financial Strategies, Inc. History Reduced 68,523 3,683 0.3% 0.34% 842 -4,954 -6.74% Q4 2025 Jan 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 68,523 3,683 0.27% 0.29% 843 +1,033 1.53% Q4 2025 Feb 09, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 68,327 3,673 0.2% 0.12% 844 +33,202 94.53% Q4 2025 Feb 17, 2026
Motley Fool Wealth Management, LLC History Added to 67,990 3,655 0.28% 0.15% 845 +27,770 69.05% Q4 2025 Feb 11, 2026
Meadowbrook Advisors Group, LLC History New 67,869 3,648 2.05% 846 +67,869 New Q4 2025 Mar 11, 2026
LOOMIS SAYLES & CO L P History Reduced 67,753 3,642 0.0% 0.0% 847 -90 -0.13% Q4 2025 Feb 12, 2026
Granite Harbor Advisors, Inc. History Added to 67,674 3,638 1.54% 1.53% 848 +387 0.58% Q4 2025 Jan 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 67,432 3,617 0.01% 0.01% 849 +3,203 4.99% Q4 2025 Feb 13, 2026
Astoria Strategic Wealth, Inc. History Reduced 67,021 3,603 0.91% 0.94% 850 -1,349 -1.97% Q4 2025 Feb 05, 2026
American Alpha Advisors, LLC History Added to 67,000 3,601 2.13% 2.42% 851 +2,416 3.74% Q4 2025 Feb 17, 2026
Family CFO Inc History Reduced 66,950 3,599 1.61% 1.8% 852 -5,047 -7.01% Q4 2025 Jan 23, 2026
Retirement Planning Group, LLC History Reduced 66,758 3,588 0.12% 0.15% 853 -10,438 -13.52% Q4 2025 Feb 03, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 66,529 3,576 1.5% 1.47% 854 +4,314 6.93% Q4 2025 Feb 12, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 66,428 3,571 1.16% 1.21% 855 +1,291 1.98% Q4 2025 Jan 27, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 66,421 3,570 0.09% 0.1% 856 -7,662 -10.34% Q4 2025 Feb 03, 2026
Seven Post Investment Office LP History Reduced 66,310 3,564 1.27% 1.31% 857 -787 -1.17% Q4 2025 Jan 29, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 66,278 3,563 0.14% 0.15% 858 -6,055 -8.37% Q4 2025 Feb 13, 2026
SOL Capital Management CO History Reduced 66,123 3,555 0.32% 0.32% 859 -65 -0.1% Q4 2025 Jan 30, 2026
Hexagon Capital Partners LLC History Added to 66,035 3,550 0.66% 0.69% 860 +2,082 3.26% Q4 2025 Feb 06, 2026
PFC CAPITAL GROUP, INC. History Added to 65,703 3,532 1.46% 1.36% 861 +5,892 9.85% Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 65,357 3,514 0.1% 0.2% 862 +7,641 13.24% Q4 2025 Feb 13, 2026
Truepoint, Inc. History Reduced 65,303 3,510 0.08% 0.08% 863 -135 -0.21% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 65,158 3,506 0.24% 0.24% 864 +6,434 10.96% Q4 2025 Jan 15, 2026
Diversified Trust Co History Added to 65,093 3,499 0.06% 0.07% 865 +4,044 6.62% Q4 2025 Jan 09, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 64,978 3,493 0.02% 0.02% 866 -2,281 -3.39% Q4 2025 Jan 09, 2026
Balboa Wealth Partners History Added to 64,944 3,491 0.58% 0.57% 867 +3,589 5.85% Q4 2025 Jan 16, 2026
Linscomb Wealth, Inc. History Added to 64,862 3,486 0.15% 0.15% 868 +843 1.32% Q4 2025 Feb 10, 2026
ROCKLAND TRUST CO History Added to 64,750 3,480 0.14% 0.14% 869 +1,460 2.31% Q4 2025 Jan 15, 2026
Fire Capital Management LLC History Reduced 64,629 3,474 1.73% 2.02% 870 -350 -0.54% Q4 2025 Feb 03, 2026
Rothschild Wealth LLC History Added to 64,563 3,470 0.33% 0.57% 871 +16,276 33.71% Q4 2025 Feb 17, 2026
Grey Fox Wealth Advisors, LLC History Reduced 64,532 3,469 0.71% 0.74% 872 -2,163 -3.24% Q4 2025 Feb 12, 2026
Sageworth Trust Co History Reduced 64,437 3,464 0.15% 0.16% 873 -650 -1.0% Q4 2025 Feb 03, 2026
Smith Partners Wealth Management, LLC History New 64,199 3,451 3.17% 874 +64,199 New Q4 2025 Feb 13, 2026
Aerodigm Wealth, LLC History Reduced 63,997 3,440 1.21% 1.71% 875 -10,372 -13.95% Q4 2025 Feb 06, 2026
VSM Wealth Advisory, LLC History Reduced 63,964 3,437 1.03% 1.08% 876 -315 -0.49% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History Added to 62,153 3,436 0.3% 0.31% 877 +27 0.04% Q4 2025 Jan 28, 2026
Cadence Wealth Management LLC History Reduced 63,675 3,423 1.65% 1.82% 878 -401 -0.63% Q4 2025 Feb 06, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 63,656 3,422 0.46% 0.47% 879 +1,069 1.71% Q4 2025 Feb 12, 2026
Blueprint Financial Advisors LLC History Reduced 63,225 3,398 0.52% 0.74% 880 -144 -0.23% Q4 2025 Feb 13, 2026
Creekside Partners History Added to 63,189 3,397 1.44% 1.49% 881 +832 1.33% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 62,815 3,376 0.0% 882 +62,815 New Q4 2025 Feb 13, 2026
Axos Invest Inc. History Reduced 62,534 3,361 2.47% 3.81% 884 -31,277 -33.34% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Added to 62,519 3,361 0.06% 0.06% 883 +2,574 4.29% Q4 2025 Jan 22, 2026
AlTi Global, Inc. History Reduced 62,304 3,349 0.07% 0.09% 885 -5,227 -7.74% Q4 2025 Feb 13, 2026
May Hill Capital, LLC History Added to 62,110 3,339 0.44% 0.52% 886 +29,136 88.36% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History New 62,073 3,337 0.11% 887 +62,073 New Q4 2025 Feb 17, 2026
Brown Miller Wealth Management, LLC History Added to 61,699 3,316 0.92% 0.77% 888 +11,377 22.61% Q4 2025 Jan 23, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 61,443 3,303 0.0% 0.0% 889 +31,814 107.37% Q4 2025 Feb 17, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 61,363 3,298 2.06% 2.67% 890 -1,784 -2.83% Q4 2025 Jan 14, 2026
New England Private Wealth Advisors LLC History Added to 61,297 3,295 0.41% 0.41% 891 +4,436 7.8% Q4 2025 Feb 13, 2026
HighRoad Wealth Advisors, LLC History New 61,241 3,292 3.14% 892 +61,241 New Q4 2025 Jan 27, 2026
Bleakley Financial Group, LLC History Added to 61,155 3,287 0.06% 0.03% 893 +33,866 124.1% Q4 2025 Feb 09, 2026
Centennial Bank/AR/ History Added to 60,794 3,268 1.3% 1.16% 894 +6,375 11.71% Q4 2025 Feb 17, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History New 60,561 3,255 0.04% 895 +60,561 New Q4 2025 Feb 13, 2026
Johnson Bixby & Associates, LLC History Added to 60,486 3,251 0.4% 0.41% 896 +1,136 1.91% Q4 2025 Jan 14, 2026
Integrated Capital Management, LLC History Reduced 60,470 3,250 1.4% 1.48% 897 -44 -0.07% Q4 2025 Jan 26, 2026
Aureus Asset Management, LLC History Added to 60,257 3,239 0.21% 0.21% 898 +537 0.9% Q4 2025 Feb 17, 2026
E&R Wealth Management, LLC History New 60,211 3,236 3.38% 899 +60,211 New Q4 2025 Feb 11, 2026
Institute for Wealth Management, LLC. History Added to 60,183 3,235 0.34% 0.33% 900 +1,694 2.9% Q4 2025 Jan 27, 2026
Fort Sheridan Advisors LLC History Added to 60,087 3,230 0.41% 0.42% 901 +821 1.39% Q4 2025 Feb 10, 2026
Vestwell Advisors, LLC History Added to 59,926 3,221 0.48% 6.3% 902 +27,343 83.92% Q4 2025 Feb 13, 2026
Integrity Wealth Solutions LLC History Added to 59,912 3,220 1.27% 1.41% 903 +1,698 2.92% Q4 2025 Feb 02, 2026
TI-TRUST, INC History Reduced 59,880 3,219 1.99% 2.05% 904 -111 -0.19% Q4 2025 Jan 23, 2026
Upper Left Wealth Management, LLC History Added to 59,857 3,217 1.96% 1.92% 905 +3,284 5.8% Q4 2025 Jan 22, 2026
Dynasty Wealth Management, LLC History Added to 59,376 3,192 0.03% 0.04% 906 +370 0.63% Q4 2025 Feb 10, 2026
Prentice Wealth Management LLC History Added to 58,846 3,163 0.72% 0.78% 907 +679 1.17% Q4 2025 Jan 30, 2026
Hikari Power Ltd History No change 58,810 3,162 0.25% 0.26% 908 0 0.0% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 58,769 3,159 0.08% 0.08% 909 -1,479 -2.45% Q4 2025 Feb 09, 2026
Cassilly Financial Group LLC History New 58,660 3,153 2.79% 910 +58,660 New Q4 2025 Jan 15, 2026
First Bancorp, Inc /ME/ History Reduced 58,588 3,149 1.67% 1.72% 911 -1,248 -2.09% Q4 2025 Jan 26, 2026
Connecticut Wealth Management, LLC History Added to 58,397 3,139 0.14% 0.14% 912 +4 0.01% Q4 2025 Feb 12, 2026
Brickley Wealth Management History Added to 58,380 3,138 0.53% 0.55% 913 +9 0.02% Q4 2025 Jan 29, 2026
Manchester Capital Management LLC History Reduced 58,269 3,132 0.43% 0.43% 914 -944 -1.59% Q4 2025 Feb 11, 2026
Disciplined Investments, LLC History Reduced 58,167 3,127 1.2% 1.34% 915 -3,938 -6.34% Q4 2025 Feb 05, 2026
Running Point Capital Advisors, LLC History Added to 58,127 3,124 0.85% 0.84% 916 +267 0.46% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 58,071 3,121 0.28% 0.28% 917 -1,091 -1.84% Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Reduced 58,011 3,118 0.04% 0.05% 918 -2,675 -4.41% Q4 2025 Feb 09, 2026
Chesley Taft & Associates LLC History Added to 57,896 3,112 0.12% 0.1% 919 +15,329 36.01% Q4 2025 Jan 14, 2026
Brightwater Advisory LLC History Reduced 57,740 3,104 2.1% 2.17% 920 -654 -1.12% Q4 2025 Feb 12, 2026
Garden State Investment Advisory Services LLC History Added to 57,562 3,099 0.68% 0.67% 921 +2,271 4.11% Q4 2025 Feb 17, 2026
Fiduciary Wealth Partners, LLC History Added to 57,348 3,083 1.26% 1.07% 922 +10,435 22.24% Q4 2025 Jan 28, 2026
Manuka Financial, LLC History Added to 57,223 3,076 1.91% 1.9% 923 +757 1.34% Q4 2025 Jan 28, 2026
D'Orazio & Associates, Inc. History Reduced 57,215 3,075 0.39% 0.43% 924 -2,632 -4.4% Q4 2025 Feb 04, 2026
NavPoint Financial, Inc. History Added to 57,109 3,070 1.31% 1.59% 925 +1,074 1.92% Q4 2025 Jan 20, 2026
Avion Wealth History Reduced 56,652 3,045 0.64% 0.71% 926 -4,705 -7.67% Q4 2025 Jan 23, 2026
MetLife Investment Management, LLC History Reduced 56,610 3,043 0.01% 0.02% 927 -8,330 -12.83% Q4 2025 Feb 12, 2026
Excelsior Advisor Network LLC History New 56,595 3,042 1.48% 928 +56,595 New Q4 2025 Feb 13, 2026
VISTA INVESTMENT MANAGEMENT History Added to 56,502 3,037 1.0% 1.05% 929 +1,046 1.89% Q4 2025 Feb 17, 2026
PAX Financial Group, LLC History Added to 56,052 3,013 0.52% 0.54% 930 +340 0.61% Q4 2025 Feb 05, 2026
American Financial Advisors, LLC History Reduced 55,988 3,009 0.39% 0.42% 931 -3,839 -6.42% Q4 2025 Feb 03, 2026
Petros Family Wealth, LLC History New 55,951 3,007 2.0% 932 +55,951 New Q4 2025 Jan 14, 2026
Randall & Associates Wealth Management History Reduced 55,935 3,007 2.08% 2.32% 933 -3,059 -5.19% Q4 2025 Jan 14, 2026
Quantitative Investment Management, LLC History New 55,933 3,006 0.29% 934 +55,933 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 55,877 3,003 0.16% 0.15% 935 +6,071 12.19% Q4 2025 Feb 05, 2026
Pinnacle Bancorp, Inc. History Reduced 55,662 2,992 0.88% 0.89% 936 -15 -0.03% Q4 2025 Jan 22, 2026
Financial Guidance Group, Inc. History Added to 55,379 2,977 1.22% 1.27% 937 +3,039 5.81% Q4 2025 Jan 26, 2026
Asset Allocation Strategies LLC History Added to 55,204 2,967 0.55% 0.57% 938 +2,240 4.23% Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 55,080 2,961 0.77% 939 +55,080 New Q4 2025 Feb 17, 2026
WELCH & FORBES LLC History Added to 54,901 2,951 0.04% 0.04% 940 +766 1.41% Q4 2025 Feb 10, 2026
VVR Holdings LLC History New 54,742 2,942 1.53% 941 +54,742 New Q4 2025 Feb 11, 2026
Stratos Wealth Advisors, LLC History Added to 54,707 2,941 0.14% 0.14% 942 +780 1.45% Q4 2025 Jan 20, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 54,685 2,939 0.93% 0.99% 943 -651 -1.18% Q4 2025 Feb 03, 2026
MorganRosel Wealth Management, LLC History Added to 54,623 2,936 0.73% 0.69% 944 +5,778 11.83% Q4 2025 Feb 13, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 54,403 2,924 2.74% 945 +54,403 New Q4 2025 Feb 02, 2026
Gemmer Asset Management LLC History Reduced 54,320 2,920 0.22% 0.25% 946 -1,830 -3.26% Q4 2025 Jan 23, 2026
Prospera Financial Services Inc History Added to 54,235 2,916 0.05% 0.05% 947 +356 0.66% Q4 2025 Feb 09, 2026
NORRIS PERNE & FRENCH LLP/MI History Reduced 53,564 2,879 0.19% 0.2% 948 -688 -1.27% Q4 2025 Jan 23, 2026
Avestar Capital, LLC History Reduced 53,149 2,857 0.19% 0.19% 949 -404 -0.75% Q4 2025 Feb 10, 2026
Foundation Wealth Management, LLC\PA History Reduced 53,056 2,852 1.03% 1.16% 950 -2,142 -3.88% Q4 2025 Jan 15, 2026
Stone Summit Wealth LLC History Reduced 52,808 2,838 0.77% 0.85% 951 -2,326 -4.22% Q4 2025 Jan 27, 2026
MONARCH CAPITAL MANAGEMENT INC History Reduced 52,228 2,807 0.69% 0.72% 952 -2,111 -3.88% Q4 2025 Jan 23, 2026
LifePlan Investment Advisors, Inc. History Added to 52,150 2,803 1.14% 1.06% 953 +5,730 12.34% Q4 2025 Feb 09, 2026
Csenge Advisory Group History Added to 52,107 2,801 0.13% 0.13% 954 +2,520 5.08% Q4 2025 Feb 06, 2026
Consolidated Portfolio Review Corp History Reduced 52,010 2,796 0.24% 0.92% 955 -82,718 -61.4% Q4 2025 Jan 26, 2026
Brady Martz Wealth Solutions, LLC History Reduced 52,000 2,795 0.49% 1.23% 956 -73,325 -58.51% Q4 2025 Jan 15, 2026
Carter Financial Group, INC. History Added to 51,944 2,792 1.66% 1.66% 957 +1,258 2.48% Q4 2025 Feb 13, 2026
AssuredPartners Investment Advisors, LLC History Added to 51,826 2,786 0.41% 0.12% 959 +41,967 425.67% Q4 2025 Feb 03, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 51,829 2,786 1.28% 1.41% 958 +124 0.24% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 51,724 2,780 0.15% 0.16% 960 +265 0.51% Q4 2025 Jan 12, 2026
Brand Asset Management Group, Inc. History Reduced 51,522 2,769 0.77% 0.83% 961 -3,189 -5.83% Q4 2025 Feb 11, 2026
Falcon Wealth Planning History Added to 51,436 2,765 0.23% 0.25% 962 +327 0.64% Q4 2025 Feb 03, 2026
Arta Finance Wealth Management LLC History New 51,402 2,763 1.41% 963 +51,402 New Q4 2025 Jan 20, 2026
Rooted Wealth Advisors, Inc. History Added to 48,893 2,758 0.78% 0.72% 964 +5,855 13.6% Q4 2025 Feb 09, 2026
HBK Sorce Advisory LLC History Added to 47,885 2,741 0.06% 0.06% 965 +2,266 4.97% Q4 2025 Feb 09, 2026
BCS Wealth Management History Added to 50,966 2,739 0.28% 0.32% 966 +24,568 93.07% Q4 2025 Jan 26, 2026
White Lighthouse Investment Management Inc. History Added to 50,886 2,735 0.38% 0.28% 967 +17,199 51.06% Q4 2025 Feb 09, 2026
BURLING WEALTH PARTNERS, LLC History Added to 50,834 2,732 0.42% 0.44% 970 +1,425 2.88% Q4 2025 Feb 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 50,836 2,732 0.52% 0.55% 969 +1,250 2.52% Q4 2025 Feb 09, 2026
Waterfront Wealth Inc. History Added to 48,039 2,732 0.52% 0.54% 968 +5 0.01% Q4 2025 Jan 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 50,651 2,722 0.09% 0.09% 971 +2,067 4.25% Q4 2025 Jan 12, 2026
LMG Wealth Partners, LLC History Reduced 50,530 2,716 0.51% 0.53% 972 -1,703 -3.26% Q4 2025 Feb 02, 2026
Red Wave Investments LLC History Added to 50,498 2,714 0.81% 0.84% 973 +150 0.3% Q4 2025 Feb 06, 2026
BigSur Wealth Management LLC History No change 50,100 2,693 0.65% 0.66% 974 0 0.0% Q4 2025 Jan 27, 2026
Hardin Capital Partners, LLC History Added to 49,819 2,678 1.27% 1.39% 975 +2,079 4.35% Q4 2025 Jan 09, 2026
Life Planning Partners, Inc History Reduced 49,513 2,661 2.04% 2.02% 976 -1,501 -2.94% Q4 2025 Jan 16, 2026
Elmwood Wealth Management, Inc. History Added to 49,483 2,660 0.84% 0.87% 977 +4,231 9.35% Q4 2025 Jan 08, 2026
GC Wealth Management RIA, LLC History Reduced 48,972 2,632 0.1% 0.12% 978 -16,953 -25.72% Q4 2025 Jan 30, 2026
BSW Wealth Partners History Added to 48,954 2,631 0.32% 0.32% 979 +1,696 3.59% Q4 2025 Jan 23, 2026
Single Point Partners, LLC History Reduced 48,872 2,627 0.52% 0.55% 980 -1,266 -2.53% Q4 2025 Jan 26, 2026
MBL Wealth, LLC History Added to 48,753 2,620 0.21% 0.22% 981 +1,745 3.71% Q4 2025 Jan 21, 2026
Krilogy Financial LLC History Reduced 45,581 2,594 0.09% 0.1% 982 -688 -1.49% Q4 2025 Jan 27, 2026
ESG Planning DBA Harper Investing History Added to 48,218 2,592 1.12% 0.98% 983 +10,395 27.48% Q4 2025 Feb 04, 2026
Greykasell Wealth Strategies, Inc. History Added to 48,226 2,592 1.02% 1.01% 984 +3,756 8.45% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History Added to 48,168 2,589 0.17% 0.17% 985 +1,569 3.37% Q4 2025 Jan 26, 2026
Francis Financial, Inc. History Added to 48,064 2,583 0.5% 0.44% 986 +2,406 5.27% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Added to 47,972 2,578 0.03% 0.03% 987 +1,529 3.29% Q4 2025 Jan 16, 2026
Avidian Wealth Enterprises, LLC History Reduced 47,628 2,560 0.09% 0.13% 988 -17,431 -26.79% Q4 2025 Feb 02, 2026
Meridian Wealth Management, LLC History Added to 47,553 2,556 0.09% 0.09% 989 +2,002 4.4% Q4 2025 Feb 04, 2026
Amicus Financial Advisors, LLC History New 47,533 2,555 0.71% 990 +47,533 New Q4 2025 Mar 02, 2026
Powell Investment Advisors, LLC History Added to 47,493 2,553 0.88% 0.89% 991 +412 0.88% Q4 2025 Feb 09, 2026
Nordwand Advisors, LLC History No change 47,100 2,532 0.44% 0.4% 992 0 0.0% Q4 2025 Feb 03, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 47,088 2,531 0.39% 0.45% 993 +1,471 3.22% Q4 2025 Feb 03, 2026
Atlas Legacy Advisors, LLC History Added to 46,873 2,519 0.44% 0.4% 994 +8,821 23.18% Q4 2025 Jan 29, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 46,822 2,517 0.65% 0.7% 995 +1,342 2.95% Q4 2025 Feb 06, 2026
Greenspring Advisors, LLC History New 46,545 2,502 0.15% 996 +46,545 New Q4 2025 Feb 10, 2026
Cassaday & Co Wealth Management LLC History Added to 46,339 2,491 0.05% 0.06% 997 +1,129 2.5% Q4 2025 Feb 03, 2026
Opes Wealth Management LLC History Reduced 46,276 2,487 0.41% 0.44% 998 -785 -1.67% Q4 2025 Feb 02, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 45,929 2,469 0.31% 0.5% 999 -20,795 -31.17% Q4 2025 Jan 15, 2026
Columbia River Financial Group, LLC History Reduced 45,932 2,469 1.52% 1.63% 1000 -1,850 -3.87% Q4 2025 Feb 12, 2026
Fiera Capital Corp History No change 45,860 2,465 0.01% 0.01% 1001 0 0.0% Q4 2025 Feb 11, 2026
A&I FINANCIAL SERVICES, LLC History Added to 45,811 2,462 1.17% 1.18% 1002 +1,373 3.09% Q4 2025 Jan 28, 2026
Hegarty Advisors, LLC History New 45,783 2,461 2.14% 1003 +45,783 New Q4 2025 Jan 29, 2026
PRIVATE TRUST CO NA History Added to 45,666 2,454 0.21% 0.22% 1004 +505 1.12% Q4 2025 Jan 26, 2026
Nova R Wealth, Inc. History Added to 45,535 2,447 0.89% 0.78% 1005 +11,581 34.11% Q4 2025 Jan 14, 2026
Clear Harbor Asset Management, LLC History Added to 45,029 2,420 0.16% 0.08% 1006 +24,430 118.6% Q4 2025 Feb 10, 2026
Summit Wealth Partners, LLC History Reduced 44,927 2,415 0.45% 0.46% 1007 -1,708 -3.66% Q4 2025 Jan 27, 2026
Rialto Wealth Management, LLC History Added to 44,752 2,405 0.58% 0.62% 1008 +433 0.98% Q4 2025 Jan 12, 2026
FOSTER & MOTLEY INC History Added to 44,706 2,403 0.13% 0.12% 1009 +4,885 12.27% Q4 2025 Jan 15, 2026
Cyndeo Wealth Partners, LLC History Reduced 44,686 2,402 0.13% 0.14% 1010 -540 -1.19% Q4 2025 Jan 07, 2026
Ballast, Inc. History Reduced 44,213 2,376 0.56% 0.62% 1012 -2,887 -6.13% Q4 2025 Feb 03, 2026
Asset Allocation & Management Company, LLC History No change 44,203 2,376 0.95% 1.01% 1011 0 0.0% Q4 2025 Jan 12, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 44,189 2,375 0.5% 0.59% 1013 -3,320 -6.99% Q4 2025 Feb 03, 2026
PACIFIC FINANCIAL GROUP INC History Added to 44,001 2,365 1.31% 0.34% 1014 +35,582 422.64% Q4 2025 Feb 17, 2026
Green Ridge Wealth Planning LLC History New 43,902 2,360 1.21% 1016 +43,902 New Q4 2025 Mar 11, 2026
Plan Group Financial, LLC History Reduced 43,901 2,360 0.61% 1.16% 1015 -35,606 -44.78% Q4 2025 Feb 03, 2026
Verum Partners LLC History Reduced 43,418 2,334 0.47% 0.52% 1017 -1,325 -2.96% Q4 2025 Jan 14, 2026
CITY HOLDING CO History Added to 43,363 2,330 0.29% 0.27% 1018 +3,541 8.89% Q4 2025 Jan 22, 2026
Cohen Klingenstein LLC History No change 43,329 2,329 0.07% 0.07% 1019 0 0.0% Q4 2025 Jan 20, 2026
Private Wealth Asset Management, LLC History Reduced 43,291 2,327 0.25% 0.28% 1020 -375 -0.86% Q4 2025 Feb 10, 2026
Dakota Wealth Management History Added to 43,262 2,325 0.04% 0.04% 1022 +3,701 9.36% Q4 2025 Jan 13, 2026
GREENLEAF TRUST History Reduced 43,252 2,325 0.02% 0.02% 1021 -34 -0.08% Q4 2025 Jan 21, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 43,200 2,322 0.34% 0.34% 1023 +610 1.43% Q4 2025 Feb 06, 2026
Sagace Wealth Management LLC History Reduced 43,064 2,315 1.57% 1.61% 1024 -680 -1.55% Q4 2025 Feb 02, 2026
Financial Advisory Corp History Reduced 43,028 2,313 0.34% 0.35% 1025 -482 -1.11% Q4 2025 Jan 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 42,968 2,309 0.51% 0.44% 1026 +9,754 29.37% Q4 2025 Jan 09, 2026
Sound Stewardship, LLC History Reduced 42,849 2,303 1.1% 1.15% 1027 -1,323 -3.0% Q4 2025 Jan 30, 2026
CERTUITY, LLC History Added to 42,802 2,301 0.14% 0.06% 1029 +26,509 162.7% Q4 2025 Jan 30, 2026
Diversified Enterprises, LLC History Added to 42,810 2,301 0.14% 0.1% 1030 +14,881 53.28% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Reduced 42,814 2,301 0.08% 0.1% 1028 -3,969 -8.48% Q4 2025 Jan 27, 2026
Leo Wealth, LLC History Added to 42,720 2,296 0.17% 0.19% 1032 +15,493 56.9% Q4 2025 Jan 21, 2026
Aegis Wealth Management LLC History Added to 42,712 2,296 1.3% 1.13% 1031 +3,838 9.87% Q4 2025 Jan 14, 2026
GOLDEN ROAD ADVISORS LLC History Added to 42,688 2,294 1.31% 1.32% 1033 +493 1.17% Q4 2025 Feb 02, 2026
FIRST HORIZON CORP History Added to 42,661 2,293 0.1% 0.11% 1034 +359 0.85% Q4 2025 Jan 27, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 42,633 2,291 0.21% 0.21% 1035 +1,691 4.13% Q4 2025 Jan 16, 2026
Aries Wealth Management History Added to 42,556 2,287 0.51% 0.54% 1036 +563 1.34% Q4 2025 Jan 30, 2026
AVITY INVESTMENT MANAGEMENT INC. History Added to 42,516 2,285 0.16% 0.12% 1037 +12,070 39.64% Q4 2025 Jan 13, 2026
EASTERN BANK History Added to 42,308 2,274 0.04% 0.03% 1038 +8,380 24.7% Q4 2025 Jan 14, 2026
Mechanics Bank Trust Department History New 42,177 2,267 0.3% 1039 +42,177 New Q4 2025 Jan 14, 2026
Federation des caisses Desjardins du Quebec History Added to 42,063 2,261 0.01% 0.01% 1040 +851 2.06% Q4 2025 Feb 12, 2026
Topel & Distasi Wealth Management, LLC History Reduced 42,003 2,258 1.1% 1.15% 1041 -936 -2.18% Q4 2025 Feb 09, 2026
CIBC Asset Management Inc History Added to 41,980 2,256 0.01% 0.01% 1042 +2,801 7.15% Q4 2025 Feb 10, 2026
Capital Analysts, LLC History Added to 41,972 2,256 0.07% 0.06% 1043 +2,205 5.54% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Added to 41,940 2,254 0.1% 0.1% 1044 +2,717 6.93% Q4 2025 Feb 13, 2026
WESCAP Management Group, Inc. History Added to 41,778 2,246 0.46% 0.47% 1045 +493 1.19% Q4 2025 Feb 11, 2026
OPAL CAPITAL LLC History New 32,679 2,234 0.56% 1047 +32,679 New Q4 2025 Feb 17, 2026
TBH Global Asset Management, LLC History Reduced 41,562 2,234 0.37% 0.46% 1046 -1,946 -4.47% Q4 2025 Jan 29, 2026
M Holdings Securities, Inc. History New 41,149 2,212 0.16% 1048 +41,149 New Q4 2025 Feb 11, 2026
INNEALTA CAPITAL, LLC History Added to 41,037 2,206 1.19% 1.06% 1049 +1,718 4.37% Q4 2025 Jan 30, 2026
Monument Group Wealth Advisors, LLC History Reduced 40,922 2,200 1.2% 1.42% 1050 -3,678 -8.25% Q4 2025 Jan 15, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 40,836 2,195 0.47% 0.47% 1051 +1,019 2.56% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History Added to 40,815 2,194 0.21% 0.22% 1052 +65 0.16% Q4 2025 Jan 29, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 40,767 2,191 0.66% 0.71% 1053 -1,881 -4.41% Q4 2025 Feb 10, 2026
OLIO Financial Planning History Reduced 40,726 2,189 0.61% 0.65% 1054 -459 -1.11% Q4 2025 Jan 21, 2026
West Financial Advisors, LLC History Added to 40,466 2,175 0.37% 0.35% 1055 +946 2.39% Q4 2025 Jan 13, 2026
Chicago Partners Investment Group LLC History Reduced 38,181 2,167 0.05% 0.06% 1056 -1,062 -2.71% Q4 2025 Jan 28, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 40,278 2,165 0.17% 0.29% 1057 -22,141 -35.47% Q4 2025 Feb 12, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 40,274 2,165 0.78% 0.82% 1058 -170 -0.42% Q4 2025 Jan 14, 2026
FFT WEALTH MANAGEMENT LLC History Added to 40,264 2,164 0.41% 0.35% 1059 +5,531 15.92% Q4 2025 Feb 09, 2026
Innova Wealth Partners History Reduced 40,240 2,163 1.09% 1.23% 1060 -1,735 -4.13% Q4 2025 Jan 07, 2026
Climber Capital SA History New 41,435 2,161 1.41% 1061 +41,435 New Q4 2025 Feb 03, 2026
FIRST TRUST ADVISORS LP History Added to 40,144 2,158 0.0% 0.0% 1062 +6,305 18.63% Q4 2025 Feb 13, 2026
MASECO LLP History New 39,999 2,150 0.09% 1063 +39,999 New Q4 2025 Jan 22, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 39,975 2,149 0.29% 0.23% 1064 +13,533 51.18% Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History Added to 39,778 2,143 0.34% 0.34% 1065 +15 0.04% Q4 2025 Jan 23, 2026
Community Bank, N.A. History Added to 39,805 2,139 0.25% 0.26% 1066 +275 0.7% Q4 2025 Feb 04, 2026
Covestor Ltd History Added to 39,730 2,136 1.12% 1.16% 1067 +767 1.97% Q4 2025 Feb 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 18,434 2,134 0.69% 0.62% 1068 +97 0.53% Q4 2025 Jan 22, 2026
SHAKER INVESTMENTS LLC/OH History New 39,576 2,127 0.88% 1069 +39,576 New Q4 2025 Jan 30, 2026
FELL CAPITAL MANAGEMENT /ADV History New 39,322 2,113 2.06% 1070 +39,322 New Q4 2025 Mar 27, 2026
United Advisor Group, LLC History Added to 39,183 2,106 0.26% 0.28% 1071 +976 2.55% Q4 2025 Jan 26, 2026
Berger Financial Group, Inc History Added to 39,098 2,101 0.12% 0.13% 1072 +181 0.47% Q4 2025 Jan 27, 2026
Argyle Capital Partners, LLC History Added to 38,847 2,088 1.53% 1.49% 1073 +397 1.03% Q4 2025 Feb 17, 2026
Renasant Bank History Reduced 38,644 2,077 1.41% 1.68% 1074 -10,161 -20.82% Q4 2025 Jan 30, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 38,547 2,072 1.4% 1.31% 1075 +2,189 6.02% Q4 2025 Feb 04, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 38,391 2,063 1.07% 1.13% 1076 -812 -2.07% Q4 2025 Jan 28, 2026
Intrua Financial, LLC History Reduced 38,261 2,056 0.22% 0.25% 1077 -3,502 -8.39% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 38,137 2,050 0.03% 0.08% 1078 -64,839 -62.97% Q4 2025 Feb 10, 2026
SCHARF INVESTMENTS, LLC History No change 38,131 2,049 0.06% 0.05% 1079 0 0.0% Q4 2025 Jan 15, 2026
GREAT LAKES ADVISORS, LLC History Reduced 38,105 2,048 0.02% 0.02% 1080 -548 -1.42% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 38,025 2,044 0.13% 0.13% 1081 +583 1.56% Q4 2025 Jan 30, 2026
Navalign, LLC History Added to 38,017 2,043 0.5% 0.54% 1082 +528 1.41% Q4 2025 Feb 05, 2026
Compass Ion Advisors, LLC History Reduced 37,980 2,041 0.19% 0.2% 1083 -741 -1.91% Q4 2025 Jan 29, 2026
Southland Equity Partners LLC History Added to 37,898 2,037 0.4% 0.4% 1084 +1,512 4.16% Q4 2025 Jan 14, 2026
Legacy Edge Advisors, LLC History New 37,885 2,036 0.22% 1085 +37,885 New Q4 2025 Feb 02, 2026
Greenwich Wealth Management LLC History Added to 37,810 2,033 0.09% 0.1% 1086 +11 0.03% Q4 2025 Feb 10, 2026
VPR Management LLC History No change 37,700 2,026 0.9% 0.93% 1087 0 0.0% Q4 2025 Feb 13, 2026
United Community Bank History Reduced 37,573 2,019 0.76% 0.65% 1089 -1,377 -3.54% Q4 2025 Jan 30, 2026
Crescent Grove Advisors, LLC History Added to 37,571 2,019 0.19% 0.19% 1088 +61 0.16% Q4 2025 Feb 11, 2026
Resolute Advisors LLC History Added to 37,538 2,018 0.66% 0.51% 1090 +883 2.41% Q4 2025 Feb 11, 2026
Cooke Wealth Management, LLC History New 35,943 2,015 1.76% 1091 +35,943 New Q4 2025 Jan 21, 2026
INTEGRITY ALLIANCE, LLC. History New 37,403 2,010 0.07% 1092 +37,403 New Q4 2025 Feb 09, 2026
Avant Financial Advisors LLC History Added to 37,341 2,007 1.44% 1.44% 1093 +2,082 5.9% Q4 2025 Jan 15, 2026
Wealthcare Advisory Partners LLC History Added to 37,243 2,002 0.04% 0.04% 1094 +1,386 3.87% Q4 2025 Jan 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 37,236 2,001 0.31% 0.32% 1095 +4 0.01% Q4 2025 Jan 23, 2026
BFSG, LLC History Reduced 37,199 1,999 0.19% 0.22% 1097 -4,553 -10.9% Q4 2025 Jan 22, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 37,194 1,999 1.19% 1.27% 1096 -278 -0.74% Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History Reduced 37,177 1,998 0.2% 0.24% 1098 -1,105 -2.89% Q4 2025 Feb 06, 2026
Karnit Road Accident Victims Compensation Fund History New 37,150 1,997 1.13% 1100 +37,150 New Q4 2025 Feb 17, 2026
City State Bank History Reduced 37,161 1,997 0.55% 0.58% 1099 -100 -0.27% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 37,039 1,991 0.13% 0.15% 1101 -2,808 -7.05% Q4 2025 Feb 03, 2026
General Partner, Inc. History No change 36,998 1,989 1.13% 1.1% 1102 0 0.0% Q4 2025 Jan 06, 2026
Financial Enhancement Group LLC History Added to 35,344 1,983 0.26% 0.26% 1103 +50 0.14% Q4 2025 Jan 23, 2026
LifeGuide Financial Advisors, LLC History Added to 36,094 1,982 0.66% 0.63% 1104 +1,466 4.23% Q4 2025 Jan 05, 2026
SACHEM HILL LLC History Added to 36,873 1,982 0.39% 0.4% 1105 +4 0.01% Q4 2025 Feb 12, 2026
RS CRUM INC. History No change 36,426 1,958 0.39% 0.44% 1106 0 0.0% Q4 2025 Feb 17, 2026
ENTRUST FINANCIAL LLC History New 36,409 1,957 1.45% 1107 +36,409 New Q4 2025 Feb 06, 2026
Roth Financial Partners LLC History Reduced 36,377 1,955 0.64% 0.66% 1108 -26 -0.07% Q4 2025 Jan 29, 2026
Rock Creek Group, LP History Reduced 36,342 1,953 0.22% 0.29% 1109 -14,569 -28.62% Q4 2025 Feb 10, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 36,185 1,945 0.02% 0.01% 1110 +7,538 26.31% Q4 2025 Feb 13, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 36,195 1,945 0.7% 0.69% 1111 0 0.0% Q4 2025 Jan 16, 2026
Noble Family Wealth, LLC History Added to 36,158 1,943 0.41% 0.38% 1112 +4,660 14.79% Q4 2025 Jan 07, 2026
Stokes Family Office, LLC History Reduced 36,025 1,936 0.18% 0.23% 1114 -8,129 -18.41% Q4 2025 Feb 18, 2026
DAVIDSON TRUST CO History Added to 36,011 1,936 0.81% 0.78% 1113 +1,068 3.06% Q4 2025 Jan 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 35,941 1,932 0.13% 0.12% 1115 +4,956 15.99% Q4 2025 Feb 03, 2026
Red Tortoise LLC History Added to 35,840 1,926 0.82% 0.83% 1116 +388 1.09% Q4 2025 Jan 22, 2026
Armbruster Capital Management, Inc. History Reduced 35,785 1,923 0.32% 0.33% 1117 -80 -0.22% Q4 2025 Jan 23, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 35,718 1,920 0.3% 0.35% 1119 -3,412 -8.72% Q4 2025 Jan 14, 2026
Archford Capital Strategies, LLC History Reduced 35,729 1,920 0.22% 0.23% 1118 -399 -1.1% Q4 2025 Jan 15, 2026
Northland Capital Management LLC History Reduced 35,621 1,914 1.07% 1.77% 1120 -20,180 -36.16% Q4 2025 Jan 20, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 35,511 1,909 0.05% 0.05% 1121 +2,113 6.33% Q4 2025 Feb 13, 2026
Pathway Financial Advisors LLC History Added to 34,263 1,904 0.24% 0.25% 1122 +333 0.98% Q4 2025 Jan 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 35,177 1,891 0.06% 0.06% 1123 -405 -1.14% Q4 2025 Feb 13, 2026
Pictet North America Advisors SA History Added to 35,146 1,889 0.18% 0.15% 1124 +6,470 22.56% Q4 2025 Jan 16, 2026
Clal Insurance Enterprises Holdings Ltd History No change 35,000 1,882 0.01% 0.01% 1125 0 0.0% Q4 2025 Feb 13, 2026
Global Trust Wealth Management LLC History New 34,966 1,879 1.39% 1127 +34,966 New Q4 2025 Jan 28, 2026
Bakala Capital LLC History Added to 34,967 1,879 8.88% 9.97% 1126 +876 2.57% Q4 2025 Feb 13, 2026
JDM Financial Group LLC History Reduced 34,947 1,878 0.73% 0.88% 1128 -3,720 -9.62% Q4 2025 Feb 02, 2026
Cushing Capital Partners, LLC History Added to 34,908 1,876 1.39% 1.33% 1129 +3,571 11.4% Q4 2025 Jan 14, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 34,881 1,875 0.0% 0.0% 1130 +10,492 43.02% Q4 2025 Feb 17, 2026
Global Financial Private Client, LLC History Added to 34,874 1,874 0.66% 0.67% 1131 +114 0.33% Q4 2025 Jan 27, 2026
Sowell Financial Services LLC History Added to 34,776 1,869 0.07% 0.07% 1132 +1,574 4.74% Q4 2025 Jan 21, 2026
Wilson & Boucher Capital Management, LLC History Added to 34,776 1,869 1.23% 1.21% 1133 +800 2.35% Q4 2025 Feb 05, 2026
Independent Advisor Alliance History Added to 34,765 1,868 0.05% 0.04% 1134 +4,191 13.71% Q4 2025 Feb 04, 2026
First Citizens Financial Corp History Reduced 34,734 1,867 0.92% 0.95% 1135 -744 -2.1% Q4 2025 Jan 06, 2026
AMG National Trust Bank History Added to 34,709 1,865 0.04% 0.04% 1136 +2,873 9.02% Q4 2025 Jan 30, 2026
CHAI TRUST CO LLC History Added to 34,383 1,848 0.16% 0.06% 1137 +16,488 92.14% Q4 2025 Feb 17, 2026
AIRE ADVISORS, LLC History Reduced 34,226 1,839 0.34% 0.37% 1138 -3,635 -9.6% Q4 2025 Feb 17, 2026
Frederick Financial Consultants, LLC History Reduced 34,193 1,838 1.01% 1.1% 1139 -2,149 -5.91% Q4 2025 Feb 10, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 34,129 1,834 0.67% 0.48% 1140 +13,271 63.63% Q4 2025 Feb 12, 2026
Advisor Resource Council History New 32,153 1,825 0.65% 1141 +32,153 New Q4 2025 Feb 10, 2026
Compass Advisory Group LLC History Added to 33,914 1,823 0.49% 0.51% 1142 +232 0.69% Q4 2025 Jan 21, 2026
Clarity Capital Advisors, LLC History Added to 33,884 1,821 0.91% 0.79% 1143 +7,191 26.94% Q4 2025 Feb 11, 2026
Nabity-Jensen Investment Management Inc History Reduced 33,673 1,810 1.23% 1.28% 1144 -378 -1.11% Q4 2025 Jan 26, 2026
GreatBanc Trust CO History Reduced 33,624 1,807 1.27% 1.26% 1145 -395 -1.16% Q4 2025 Feb 12, 2026
Liberty Capital Management, Inc. History Added to 33,477 1,799 0.33% 0.34% 1146 +610 1.86% Q4 2025 Jan 26, 2026
Voya Financial Advisors, Inc. History Added to 33,521 1,797 0.17% 0.08% 1147 +19,057 131.75% Q4 2025 Feb 13, 2026
Infinity Wealth Counsel, LLC History Reduced 33,270 1,788 1.63% 1.76% 1148 -169 -0.51% Q4 2025 Jan 15, 2026
Coyle Financial Counsel LLC History Reduced 33,058 1,777 0.38% 0.44% 1149 -1,836 -5.26% Q4 2025 Feb 10, 2026
Holistic Financial Partners History Reduced 33,007 1,774 0.64% 0.76% 1150 -1,394 -4.05% Q4 2025 Jan 07, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Added to 32,915 1,769 1.0% 1.05% 1151 +517 1.6% Q4 2025 Feb 03, 2026
FINANCIAL COUNSELORS INC History Reduced 32,838 1,765 2.45% 3.78% 1152 -19,584 -37.36% Q4 2025 Feb 03, 2026
FIDUCIARY ADVISORS, INC. History Added to 32,782 1,762 1.34% 1.41% 1153 +593 1.84% Q4 2025 Jan 27, 2026
Rossmore Private Capital History Added to 32,651 1,755 0.16% 0.16% 1154 +5,105 18.53% Q4 2025 Feb 05, 2026
Allie Family Office LLC History Reduced 32,520 1,752 0.82% 0.84% 1155 -80 -0.25% Q4 2025 Feb 13, 2026
StoneX Group Inc. History Added to 32,431 1,743 0.08% 0.07% 1156 +1,290 4.14% Q4 2025 Feb 12, 2026
Hansen & Associates Financial Group, Inc. History Reduced 30,009 1,740 0.95% 0.73% 1157 -1,409 -4.48% Q4 2025 Feb 17, 2026
Comprehensive Money Management Services LLC History Reduced 32,365 1,739 1.2% 1.24% 1158 -71 -0.22% Q4 2025 Jan 22, 2026
Gilman Hill Asset Management, LLC History Reduced 32,279 1,735 0.27% 0.27% 1159 -147 -0.45% Q4 2025 Jan 12, 2026
SCOTIA CAPITAL INC. History Added to 32,204 1,731 0.01% 0.01% 1160 +5,072 18.69% Q4 2025 Feb 12, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 32,101 1,725 1.2% 1.27% 1161 +1,732 5.7% Q4 2025 Feb 11, 2026
Clarius Group, LLC History Added to 31,934 1,716 0.1% 0.1% 1162 +123 0.39% Q4 2025 Jan 14, 2026
Financial Insights, Inc. History Added to 31,901 1,714 0.57% 0.56% 1163 +781 2.51% Q4 2025 Mar 31, 2026
BAHL & GAYNOR INC History Added to 31,879 1,713 0.01% 0.01% 1164 +424 1.35% Q4 2025 Feb 12, 2026
Cypress Wealth Services, LLC History Reduced 31,873 1,713 0.24% 0.28% 1165 -143 -0.45% Q4 2025 Jan 14, 2026
Orcam Financial Group History Added to 31,687 1,703 1.28% 1.33% 1166 +1,351 4.45% Q4 2025 Feb 06, 2026
Braun-Bostich & Associates Inc. History Added to 31,583 1,697 1.05% 1.04% 1167 +970 3.17% Q4 2025 Jan 14, 2026
PURE PORTFOLIOS HOLDINGS LLC History Reduced 31,516 1,694 0.51% 0.57% 1168 -1,942 -5.8% Q4 2025 Jan 30, 2026
Madrid Wealth Management, LLC History New 31,466 1,691 1.37% 1170 +31,466 New Q4 2025 Feb 02, 2026
Princeton Global Asset Management LLC History Added to 31,460 1,691 0.27% 0.28% 1169 +526 1.7% Q4 2025 Jan 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 31,453 1,690 0.11% 0.11% 1171 -122 -0.39% Q4 2025 Jan 26, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 31,420 1,689 0.8% 0.89% 1172 -1,610 -4.87% Q4 2025 Jan 29, 2026
C2C Wealth Management, LLC History Reduced 31,383 1,687 1.42% 1.55% 1173 -1,941 -5.82% Q4 2025 Jan 21, 2026
Novak & Powell Financial Services, Inc. History Added to 31,286 1,681 0.88% 0.89% 1174 +102 0.33% Q4 2025 Feb 10, 2026
Gridiron Partners, LLC History Reduced 31,171 1,675 0.95% 0.96% 1175 -20,735 -39.95% Q4 2025 Jan 08, 2026
SWMG, LLC History Added to 29,162 1,669 0.46% 0.44% 1176 +2,545 9.56% Q4 2025 Feb 10, 2026
Sharp Wealth Advisory, LLC History Added to 31,032 1,668 0.84% 0.86% 1177 +1,706 5.82% Q4 2025 Jan 16, 2026
Revisor Wealth Management LLC History Added to 29,601 1,667 0.45% 0.55% 1178 +236 0.8% Q4 2025 Jan 27, 2026
GAM Holding AG History No change 31,000 1,662 0.11% 0.1% 1179 0 0.0% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 30,828 1,657 0.02% 0.02% 1180 -2,513 -7.54% Q4 2025 Jan 21, 2026
Hughes Financial Services, LLC History Reduced 30,812 1,656 0.26% 0.27% 1181 -145 -0.47% Q4 2025 Feb 11, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 30,789 1,655 0.02% 0.02% 1182 -5,558 -15.29% Q4 2025 Feb 05, 2026
Stonebridge Financial Planning Group, LLC History Added to 30,661 1,648 0.59% 0.59% 1183 +1,868 6.49% Q4 2025 Feb 05, 2026
Marshall Financial Group, LLC History Reduced 30,646 1,647 0.32% 0.35% 1184 -2,076 -6.34% Q4 2025 Jan 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 30,602 1,645 0.01% 0.0% 1185 +14,123 85.7% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History Reduced 30,439 1,636 0.12% 0.15% 1186 -761 -2.44% Q4 2025 Jan 28, 2026
Bedel Financial Consulting, Inc. History Added to 30,365 1,632 0.18% 0.09% 1187 +17,787 141.41% Q4 2025 Jan 28, 2026
FCA CORP /TX History Added to 30,339 1,631 0.46% 0.45% 1188 +646 2.18% Q4 2025 Feb 11, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 30,320 1,630 0.18% 0.19% 1189 +1,472 5.1% Q4 2025 Feb 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 30,213 1,624 0.23% 0.26% 1191 +317 1.06% Q4 2025 Jan 12, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 30,210 1,624 0.16% 0.16% 1190 +120 0.4% Q4 2025 Jan 20, 2026
Mechanics Financial Corp History No change 30,073 1,616 0.6% 0.62% 1192 0 0.0% Q4 2025 Jan 22, 2026
Hilltop Holdings Inc. History Reduced 30,039 1,614 0.1% 0.09% 1193 -890 -2.88% Q4 2025 Feb 17, 2026
Lord & Richards Wealth Management, LLC History Added to 30,018 1,613 1.39% 0.97% 1194 +10,560 54.27% Q4 2025 Jan 15, 2026
DB Fitzpatrick & Co, Inc History Added to 29,953 1,610 1.43% 1.23% 1195 +4,789 19.03% Q4 2025 Jan 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 29,881 1,606 0.08% 0.07% 1196 +382 1.29% Q4 2025 Jan 21, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 29,857 1,605 0.0% 0.0% 1197 0 0.0% Q4 2025 Feb 05, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 29,192 1,603 0.95% 1.04% 1198 -4,064 -12.22% Q4 2025 Jan 06, 2026
Hassell Wealth Management, LLC History Reduced 28,586 1,600 0.54% 0.54% 1199 -297 -1.03% Q4 2025 Jan 26, 2026
CENTAURUS FINANCIAL, INC. History Reduced 29,710 1,597 0.07% 0.14% 1200 -26,117 -46.78% Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History Reduced 29,694 1,596 0.97% 15.92% 1202 -392,272 -92.96% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 29,697 1,596 0.04% 0.04% 1201 0 0.0% Q4 2025 Jan 27, 2026
Whipplewood Advisors, LLC History Reduced 29,589 1,590 1.02% 1.09% 1203 -1,020 -3.33% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Added to 29,554 1,588 0.07% 0.01% 1204 +24,145 446.39% Q4 2025 Feb 11, 2026
One Day In July LLC History Reduced 29,510 1,586 0.13% 0.22% 1205 -18,647 -38.72% Q4 2025 Feb 04, 2026
Granite Investment Partners, LLC History No change 29,336 1,577 0.09% 0.09% 1206 0 0.0% Q4 2025 Feb 12, 2026
Friday Financial History Added to 29,328 1,576 0.56% 0.51% 1207 +6,802 30.2% Q4 2025 Jan 09, 2026
OFC FINANCIAL PLANNING, LLC History Added to 29,291 1,574 1.49% 1.51% 1208 +1,161 4.13% Q4 2025 Feb 04, 2026
Rosenberg Matthew Hamilton History Reduced 29,272 1,573 0.33% 0.35% 1209 -469 -1.58% Q4 2025 Jan 05, 2026
Shepherd Street Advisors LLC History New 29,214 1,570 1.51% 1210 +29,214 New Q4 2025 Feb 10, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 29,095 1,563 0.29% 0.28% 1211 +2,055 7.6% Q4 2025 Jan 29, 2026
Severin Investments, LLC History Added to 28,922 1,554 1.37% 1.26% 1212 +2,719 10.38% Q4 2025 Feb 09, 2026
Palatine Hill Wealth Management, LLC History New 28,836 1,550 1.25% 1214 +28,836 New Q4 2025 Feb 10, 2026
Topsail Wealth Management, LLC History Reduced 28,845 1,550 0.23% 0.27% 1213 -131 -0.45% Q4 2025 Feb 04, 2026
Synergy Financial Group, LTD History Reduced 28,758 1,546 1.09% 1.08% 1215 -800 -2.71% Q4 2025 Feb 17, 2026
Sovereign Investment Advisors, LLC History Added to 28,670 1,541 0.39% 0.42% 1216 +542 1.93% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 28,618 1,538 0.09% 0.03% 1217 +20,860 268.88% Q4 2025 Feb 10, 2026
CANADA LIFE ASSURANCE Co History Added to 28,576 1,537 0.0% 0.0% 1218 +2,863 11.13% Q4 2025 Feb 13, 2026
WealthShield Partners, LLC History Added to 28,505 1,532 0.17% 0.17% 1219 +360 1.28% Q4 2025 Feb 03, 2026
MidFirst Bank History New 28,487 1,531 0.12% 1220 +28,487 New Q4 2025 Feb 25, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 31,961 1,529 0.14% 0.14% 1221 0 0.0% Q4 2025 Feb 13, 2026
Capital Asset Managemnet, LLC History New 28,415 1,527 1.69% 1223 +28,415 New Q4 2025 Apr 07, 2026
Conservest Capital Advisors, Inc. History Added to 28,413 1,527 0.14% 0.14% 1222 +325 1.16% Q4 2025 Feb 12, 2026
FIRST HAWAIIAN BANK History No change 28,382 1,525 0.2% 0.2% 1224 0 0.0% Q4 2025 Jan 05, 2026
Windsor Capital Management, LLC History Reduced 28,364 1,524 0.42% 0.44% 1225 -1,063 -3.61% Q4 2025 Jan 15, 2026
Winthrop Partners - WNY, LLC History New 28,277 1,520 0.82% 1226 +28,277 New Q4 2025 Mar 12, 2026
Carroll Advisory Group, LLC History New 28,260 1,519 0.66% 1227 +28,260 New Q4 2025 Feb 09, 2026
Allen Capital Group, LLC History Added to 28,240 1,518 0.14% 0.14% 1228 +271 0.97% Q4 2025 Feb 09, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 28,253 1,518 0.68% 0.73% 1229 +165 0.59% Q4 2025 Jan 28, 2026
CHAPIN DAVIS, INC. History Added to 28,214 1,516 0.36% 0.37% 1230 +250 0.89% Q4 2025 Jan 30, 2026
Midwestern Financial, LLC /IA History Added to 28,151 1,513 1.25% 1.25% 1231 +1,293 4.81% Q4 2025 Feb 06, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 25,998 1,512 0.58% 0.65% 1232 -750 -2.8% Q4 2025 Feb 12, 2026
Ramsay, Stattman, Vela & Price, Inc. History Added to 28,113 1,511 0.27% 0.26% 1233 +1,045 3.86% Q4 2025 Jan 23, 2026
FACTORY MUTUAL INSURANCE CO History No change 28,100 1,510 0.02% 0.01% 1234 0 0.0% Q4 2025 Jan 23, 2026
Crusonia Wealth Advisors LLC History New 28,062 1,508 0.33% 1236 +28,062 New Q4 2025 Feb 18, 2026
Old Peak Finance LLC History New 28,055 1,508 0.93% 1235 +28,055 New Q4 2025 Feb 10, 2026
Elgethun Capital Management History Added to 27,983 1,504 0.26% 0.27% 1237 +340 1.23% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Reduced 27,968 1,503 0.15% 0.17% 1238 -905 -3.13% Q4 2025 Feb 11, 2026
Keel Point, LLC History Added to 27,918 1,500 0.09% 0.08% 1239 +3,259 13.22% Q4 2025 Feb 12, 2026
Rockwood Wealth Management, LLC History Added to 27,856 1,497 0.11% 0.11% 1240 +2,247 8.77% Q4 2025 Jan 29, 2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ History No change 27,800 1,494 0.62% 0.61% 1241 0 0.0% Q4 2025 Feb 03, 2026
Valpey Financial Services, LLC History Added to 27,768 1,492 0.95% 0.94% 1242 +1,303 4.92% Q4 2025 Mar 04, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 27,649 1,486 0.16% 0.16% 1243 +111 0.4% Q4 2025 Jan 29, 2026
Certified Advisory Corp History Reduced 27,568 1,482 0.14% 0.14% 1244 -257 -0.92% Q4 2025 Jan 12, 2026
ESL Trust Services, LLC History Added to 27,566 1,481 0.28% 0.26% 1246 +3,231 13.28% Q4 2025 Feb 10, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 27,549 1,481 0.14% 0.15% 1245 +5 0.02% Q4 2025 Feb 17, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 27,479 1,477 0.09% 0.1% 1247 -807 -2.85% Q4 2025 Feb 04, 2026
Morton Brown Family Wealth, LLC History Added to 27,386 1,472 0.4% 0.42% 1248 +641 2.4% Q4 2025 Jan 28, 2026
FC Advisory LLC History Added to 27,358 1,470 0.42% 0.43% 1249 +368 1.36% Q4 2025 Jan 13, 2026
Lexington Hill Partners, LLC History New 27,250 1,464 1.1% 1250 +27,250 New Q4 2025 Feb 19, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 27,207 1,462 0.5% 0.5% 1251 +287 1.07% Q4 2025 Jan 22, 2026
Kovack Advisors, Inc. History Added to 27,170 1,460 0.07% 0.08% 1252 +10,922 67.22% Q4 2025 Feb 17, 2026
Sightline Wealth Advisors, LLC History Added to 27,175 1,460 0.62% 0.56% 1254 +4,242 18.5% Q4 2025 Jan 26, 2026
Marks Group Wealth Management, Inc History Added to 27,160 1,460 0.14% 0.12% 1253 +3,601 15.29% Q4 2025 Feb 11, 2026
Global Assets Advisory, LLC History Added to 27,147 1,459 0.42% 0.42% 1256 +1,089 4.18% Q4 2025 Feb 09, 2026
SELDON CAPITAL LP History No change 27,148 1,459 0.51% 0.52% 1255 0 0.0% Q4 2025 Feb 17, 2026
Vernal Point Advisors, LLC History New 27,023 1,452 0.6% 1258 +27,023 New Q4 2025 Feb 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 27,023 1,452 0.16% 0.17% 1257 -344 -1.26% Q4 2025 Jan 22, 2026
Rockingstone Advisors LLC History Added to 26,975 1,450 0.66% 0.69% 1259 +1,035 3.99% Q4 2025 Jan 28, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 26,911 1,446 0.42% 0.41% 1260 +841 3.23% Q4 2025 Feb 12, 2026
Petersen Hastings Wealth Advisors Inc. History New 26,897 1,445 0.14% 1261 +26,897 New Q4 2025 Feb 11, 2026
SP Asset Management LLC History Added to 26,753 1,438 0.11% 0.11% 1262 +491 1.87% Q4 2025 Jan 28, 2026
Viewpoint Capital Management LLC History Reduced 26,735 1,437 0.62% 0.64% 1263 -20 -0.07% Q4 2025 Feb 11, 2026
Great Point Wealth Advisors, LLC History Reduced 26,569 1,428 0.26% 0.42% 1265 -14,856 -35.86% Q4 2025 Jan 26, 2026
Crestwood Advisors Group, LLC History Added to 26,574 1,428 0.02% 0.02% 1264 +6,952 35.43% Q4 2025 Feb 03, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 26,518 1,425 0.04% 0.04% 1266 +3,632 15.87% Q4 2025 Jan 13, 2026
Retirement Investment Advisors, Inc. History Reduced 26,399 1,419 0.11% 0.12% 1267 -746 -2.75% Q4 2025 Jan 21, 2026
IHT Wealth Management, LLC History Added to 26,310 1,418 0.03% 0.04% 1268 +483 1.87% Q4 2025 Feb 17, 2026
Jacobs Equity LLC History New 26,358 1,417 1.36% 1269 +26,358 New Q4 2025 Feb 19, 2026
Wealth Enhancement Trust Services, Inc. History New 26,299 1,413 0.18% 1272 +26,299 New Q4 2025 Jan 27, 2026
NBT BANK N A /NY History Added to 25,791 1,413 0.09% 0.09% 1270 +914 3.67% Q4 2025 Jan 23, 2026
ORG Partners LLC History Reduced 26,295 1,413 0.25% 0.26% 1271 -97 -0.37% Q4 2025 Jan 14, 2026
JT Stratford LLC History New 26,245 1,410 0.18% 1273 +26,245 New Q4 2025 Feb 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 26,097 1,402 0.07% 0.07% 1274 0 0.0% Q4 2025 Feb 02, 2026
Asset Management Group, Inc. History Added to 26,041 1,399 0.23% 0.23% 1275 +292 1.13% Q4 2025 Feb 17, 2026
Smart Portfolios, LLC History Reduced 25,978 1,396 1.39% 1.36% 1276 -94 -0.36% Q4 2025 Jan 30, 2026
SAX WEALTH ADVISORS, LLC History Reduced 25,896 1,392 0.07% 0.08% 1278 -277 -1.06% Q4 2025 Jan 12, 2026
Narus Financial Partners, LLC History Added to 25,898 1,392 0.38% 0.38% 1277 +221 0.86% Q4 2025 Feb 09, 2026
Fisher Asset Management, LLC History Added to 25,793 1,386 0.0% 0.0% 1279 +5,808 29.06% Q4 2025 Feb 09, 2026
NOVEM GROUP History Added to 25,521 1,372 0.16% 0.16% 1280 +64 0.25% Q4 2025 Jan 27, 2026
Charter Oak Capital Management, LLC History Reduced 25,507 1,371 0.1% 0.11% 1281 -34 -0.13% Q4 2025 Jan 23, 2026
Financial Freedom, LLC History Reduced 25,376 1,364 0.68% 0.69% 1282 -299 -1.16% Q4 2025 Feb 17, 2026
WORLD EQUITY GROUP, INC. History Reduced 25,292 1,359 0.38% 0.31% 1283 -107 -0.42% Q4 2025 Jan 12, 2026
Sunesis Advisors, LLC History Added to 25,220 1,355 0.61% 0.64% 1284 +1 0.0% Q4 2025 Feb 02, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 24,983 1,343 0.63% 0.65% 1285 +171 0.69% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 24,931 1,340 0.02% 0.02% 1286 +895 3.72% Q4 2025 Feb 09, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 24,907 1,339 0.03% 0.02% 1287 -183 -0.73% Q4 2025 Jan 13, 2026
Simplicity Wealth,LLC History Reduced 24,886 1,337 0.08% 0.08% 1288 -302 -1.2% Q4 2025 Jan 30, 2026
BRANDES INVESTMENT PARTNERS, LP History New 24,869 1,336 0.01% 1289 +24,869 New Q4 2025 Feb 11, 2026
MAYPORT, LLC History Added to 24,831 1,334 0.27% 0.25% 1290 +3,356 15.63% Q4 2025 Jan 21, 2026
Diversified Portfolios, Inc. History Reduced 24,666 1,326 0.11% 0.12% 1291 -395 -1.58% Q4 2025 Feb 09, 2026
Per Stirling Capital Management, LLC. History Added to 24,610 1,323 0.15% 0.16% 1292 +318 1.31% Q4 2025 Feb 17, 2026
My Personal CFO, LLC History Reduced 24,604 1,322 0.55% 1.16% 1293 -30,594 -55.43% Q4 2025 Jan 15, 2026
Winter & Associates, Inc. History New 24,590 1,321 1.22% 1294 +24,590 New Q4 2025 Feb 13, 2026
Autumn Glory Partners, LLC History New 24,571 1,320 0.46% 1296 +24,571 New Q4 2025 Jan 27, 2026
Brooklyn Investment Group History Added to 24,635 1,320 0.06% 0.09% 1295 +9,367 61.35% Q4 2025 Feb 12, 2026
Acorn Wealth Advisors, LLC History Added to 24,490 1,316 0.39% 0.41% 1297 +299 1.24% Q4 2025 Feb 10, 2026
Red Door Wealth Management, LLC History Added to 24,453 1,314 0.14% 0.13% 1298 +1,435 6.23% Q4 2025 Jan 20, 2026
Mayflower Financial Advisors, LLC History Added to 24,323 1,307 0.16% 0.14% 1299 +4,209 20.93% Q4 2025 Jan 13, 2026
Moors & Cabot, Inc. History Added to 24,211 1,301 0.06% 0.05% 1300 +3,456 16.65% Q4 2025 Feb 10, 2026
Pitcairn Wealth Advisors LLC History New 24,126 1,297 0.12% 1302 +24,126 New Q4 2025 Feb 13, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Reduced 24,138 1,297 0.7% 0.82% 1301 -2,788 -10.35% Q4 2025 Jan 28, 2026
Black Diamond Financial, LLC History Added to 24,102 1,295 0.14% 0.15% 1303 +97 0.4% Q4 2025 Feb 03, 2026
Shepherd Financial Partners LLC History Reduced 24,070 1,294 0.12% 0.14% 1304 -2,359 -8.93% Q4 2025 Feb 10, 2026
DeLarme Wealth Management, Inc. History New 23,914 1,285 0.91% 1305 +23,914 New Q4 2025 Jan 26, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 23,888 1,284 0.23% 0.25% 1306 -407 -1.68% Q4 2025 Feb 09, 2026
WASHINGTON TRUST Co History Reduced 23,850 1,282 0.04% 0.04% 1307 -421 -1.73% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History Reduced 23,803 1,279 0.04% 0.05% 1310 -2,244 -8.62% Q4 2025 Feb 17, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 23,800 1,279 0.17% 0.18% 1308 -1,400 -5.56% Q4 2025 Feb 05, 2026
Chemistry Wealth Management LLC History Added to 23,799 1,279 0.24% 0.25% 1309 +235 1.0% Q4 2025 Jan 06, 2026
Stembrook Asset Management, LLC History New 23,776 1,278 1.21% 1311 +23,776 New Q4 2025 Feb 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 23,759 1,277 0.35% 0.67% 1312 -33,437 -58.46% Q4 2025 Feb 12, 2026
Cornerstone Financial Management LLC History New 23,772 1,277 1.2% 1313 +23,772 New Q4 2025 Feb 13, 2026
Financially in Tune, LLC History New 23,740 1,276 1.19% 1314 +23,740 New Q4 2025 Feb 27, 2026
Snowden Capital Advisors LLC History Reduced 23,731 1,275 0.03% 0.04% 1315 -246 -1.03% Q4 2025 Feb 17, 2026
Dynamic Wealth Strategies, LLC History Added to 23,597 1,268 0.75% 0.75% 1316 +2,852 13.75% Q4 2025 Feb 04, 2026
Walleye Trading LLC History New 23,526 1,264 0.0% 1317 +23,526 New Q4 2025 Feb 13, 2026
Arbor Wealth Advisors LLC History Added to 23,489 1,262 0.9% 0.95% 1318 +39 0.17% Q4 2025 Jan 12, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 23,431 1,259 0.15% 0.17% 1319 -278 -1.17% Q4 2025 Jan 07, 2026
Interchange Capital Partners, LLC History Added to 23,428 1,259 0.23% 0.25% 1320 +229 0.99% Q4 2025 Jan 30, 2026
Quantum Portfolio Management LLC History Reduced 23,384 1,257 0.56% 1.37% 1322 -61,551 -72.47% Q4 2025 Feb 12, 2026
Archer Investment Corp History Reduced 23,392 1,257 0.28% 0.31% 1321 -2,139 -8.38% Q4 2025 Jan 30, 2026
Busey Bank History Added to 23,318 1,253 0.03% 0.03% 1323 +3,002 14.78% Q4 2025 Jan 27, 2026
NORTH DALLAS BANK & TRUST CO History New 23,255 1,250 0.82% 1324 +23,255 New Q4 2025 Feb 11, 2026
Trivium Point Advisory, LLC History Added to 23,220 1,248 0.13% 0.12% 1326 +1,960 9.22% Q4 2025 Jan 26, 2026
Gladstone Institutional Advisory LLC History Added to 23,224 1,248 0.05% 0.05% 1325 +1,062 4.79% Q4 2025 Feb 17, 2026
LongView Wealth Management History Reduced 22,123 1,245 0.3% 0.35% 1327 -1,515 -6.41% Q4 2025 Jan 13, 2026
Aspen Investment Management Inc History Added to 23,128 1,243 0.37% 0.47% 1328 +576 2.55% Q4 2025 Feb 06, 2026
McClarren Financial Advisors, Inc. History Reduced 5,940 1,241 0.74% 0.79% 1329 -14,824 -71.39% Q4 2025 Jan 13, 2026
Bragg Financial Advisors, Inc History Added to 23,044 1,238 0.04% 0.04% 1330 +495 2.2% Q4 2025 Feb 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 22,985 1,235 0.27% 0.28% 1331 -88 -0.38% Q4 2025 Jan 26, 2026
BARINGS LLC History Reduced 22,940 1,233 0.02% 0.04% 1332 -17,816 -43.71% Q4 2025 Feb 12, 2026
F&V Capital Management, LLC History Added to 22,933 1,233 0.26% 0.27% 1334 +353 1.56% Q4 2025 Mar 26, 2026
Roof Eidam Maycock Peralta, LLC History Added to 22,936 1,233 0.28% 0.3% 1333 +16 0.07% Q4 2025 Jan 26, 2026
Donalies Financial Planning, LLC History New 22,930 1,232 1.05% 1335 +22,930 New Q4 2025 Feb 17, 2026
APPLETON PARTNERS INC/MA History Reduced 22,687 1,220 0.08% 0.1% 1336 -4,070 -15.21% Q4 2025 Jan 09, 2026
Seaside Wealth Management, Inc. History Reduced 22,707 1,220 0.35% 0.36% 1337 -7 -0.03% Q4 2025 Feb 17, 2026
OneAscent Financial Services LLC History Added to 22,673 1,218 0.11% 0.03% 1338 +18,722 473.85% Q4 2025 Feb 11, 2026
Madden Advisory Services, Inc. History Added to 22,644 1,217 0.49% 0.47% 1339 +244 1.09% Q4 2025 Feb 11, 2026
Finley Financial, LLC History No change 22,645 1,217 0.56% 0.57% 1340 0 0.0% Q4 2025 Jan 21, 2026
Balentine LLC History Reduced 22,620 1,216 0.05% 0.05% 1341 -3,520 -13.47% Q4 2025 Feb 02, 2026
Squire Investment Management Company, LLC History Added to 22,535 1,211 0.37% 0.33% 1342 +3,610 19.08% Q4 2025 Jan 22, 2026
Financial Management Professionals, Inc. History Added to 22,373 1,202 0.12% 0.0% 1344 +21,863 4286.86% Q4 2025 Jan 27, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 22,369 1,202 0.45% 0.48% 1343 -89 -0.4% Q4 2025 Jan 13, 2026
Hickory Point Bank & Trust History Added to 22,159 1,191 0.86% 0.81% 1345 +2,200 11.02% Q4 2025 Jan 12, 2026
CHILTON INVESTMENT CO INC. History Reduced 22,107 1,188 0.02% 0.02% 1346 -40 -0.18% Q4 2025 Feb 17, 2026
London & Capital Asset Management Ltd History Added to 22,043 1,184 0.01% 0.07% 1347 +3,937 21.74% Q4 2025 Feb 17, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 22,012 1,183 0.07% 0.08% 1348 -2,498 -10.19% Q4 2025 Feb 13, 2026
Greenfield Savings Bank History Added to 21,838 1,174 0.49% 0.45% 1349 +2,192 11.16% Q4 2025 Feb 02, 2026
Sound View Wealth Advisors Group, LLC History Added to 21,834 1,173 0.08% 0.08% 1350 +626 2.95% Q4 2025 Jan 08, 2026
Trace Wealth Advisors, LLC History No change 21,815 1,172 0.85% 0.88% 1351 0 0.0% Q4 2025 Feb 12, 2026
Allen Investment Management, LLC History Added to 21,780 1,170 0.01% 0.01% 1353 +6,093 38.84% Q4 2025 Feb 10, 2026
First American Bank History Reduced 21,781 1,170 0.07% 0.08% 1352 -708 -3.15% Q4 2025 Jan 20, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 21,740 1,168 0.28% 0.29% 1354 0 0.0% Q4 2025 Jan 20, 2026
SEVEN MILE ADVISORY History Reduced 21,707 1,166 0.2% 0.23% 1355 -4,682 -17.74% Q4 2025 Feb 13, 2026
Integrated Investment Consultants, LLC History Reduced 21,341 1,147 0.22% 0.2% 1356 -460 -2.11% Q4 2025 Mar 03, 2026
Saranac Partners Ltd History Added to 21,319 1,146 0.45% 0.19% 1357 +1,944 10.03% Q4 2025 Feb 06, 2026
SUMMIT WEALTH GROUP LLC / CO History New 21,291 1,144 0.15% 1358 +21,291 New Q4 2025 Feb 04, 2026
HUB Investment Partners, LLC History Reduced 21,275 1,143 0.03% 0.05% 1359 -3,963 -15.7% Q4 2025 Feb 17, 2026
SPINNAKER TRUST History Added to 21,168 1,137 0.06% 0.05% 1360 +2,908 15.93% Q4 2025 Feb 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 21,092 1,133 0.03% 0.03% 1361 0 0.0% Q4 2025 Feb 13, 2026
CLUNE & ASSOCIATES, LTD. History Added to 20,883 1,122 0.24% 0.28% 1362 +278 1.35% Q4 2025 Feb 09, 2026
Tufton Capital Management History Added to 20,658 1,110 0.19% 0.19% 1363 +964 4.89% Q4 2025 Jan 28, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 20,605 1,107 0.24% 0.26% 1364 -21 -0.1% Q4 2025 Jan 20, 2026
CWC Advisors, LLC. History New 20,579 1,106 0.53% 1365 +20,579 New Q4 2025 Jan 26, 2026
Keudell/Morrison Wealth Management History New 20,570 1,105 0.23% 1366 +20,570 New Q4 2025 Feb 06, 2026
Palisade Asset Management, LLC History No change 20,539 1,104 0.11% 0.1% 1367 0 0.0% Q4 2025 Feb 13, 2026
Goelzer Investment Management, Inc. History Added to 20,488 1,101 0.05% 0.04% 1368 +6,881 50.57% Q4 2025 Jan 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 20,491 1,101 0.32% 0.31% 1370 +1,862 10.0% Q4 2025 Feb 11, 2026
Prudent Man Advisors, LLC History Reduced 18,023 1,101 0.4% 0.41% 1369 -130 -0.72% Q4 2025 Feb 11, 2026
Grove Street Fiduciary, LLC History Reduced 20,453 1,099 0.46% 0.71% 1371 -7,344 -26.42% Q4 2025 Feb 03, 2026
Stablepoint Partners, LLC History Reduced 20,440 1,098 0.17% 0.18% 1372 -507 -2.42% Q4 2025 Jan 13, 2026
Neuberger Berman Group LLC History Reduced 20,254 1,088 0.0% 0.01% 1373 -207,431 -91.1% Q4 2025 Feb 13, 2026
ARWA LLC History New 20,247 1,088 0.64% 1374 +20,247 New Q4 2025 Feb 27, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 20,213 1,086 0.61% 0.64% 1375 +143 0.71% Q4 2025 Jan 09, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 20,181 1,084 0.0% 0.0% 1376 +342 1.72% Q4 2025 Jan 23, 2026
PCM Encore, LLC History New 20,138 1,082 0.23% 1377 +20,138 New Q4 2025 Feb 13, 2026
CogentBlue Wealth Advisors, LLC History Reduced 19,990 1,074 0.73% 0.79% 1378 -1,521 -7.07% Q4 2025 Jan 16, 2026
Gold Investment Management Ltd. History Added to 19,959 1,072 0.34% 0.36% 1379 +193 0.98% Q4 2025 Jan 28, 2026
Ifrah Financial Services, Inc. History Reduced 19,921 1,070 0.27% 0.29% 1381 -523 -2.56% Q4 2025 Jan 22, 2026
DF DENT & CO INC History Added to 19,921 1,070 0.02% 0.01% 1380 +309 1.58% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Reduced 19,869 1,068 0.15% 0.16% 1382 -989 -4.74% Q4 2025 Feb 13, 2026
Park Edge Advisors, LLC History Added to 19,837 1,066 0.24% 0.23% 1383 +1,683 9.27% Q4 2025 Jan 16, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 19,822 1,065 0.33% 0.11% 1384 +14,900 302.72% Q4 2025 Jan 08, 2026
STOCK YARDS BANK & TRUST CO History Added to 19,778 1,063 0.03% 0.03% 1385 +23 0.12% Q4 2025 Jan 21, 2026
Investment Advisory Group, LLC History Reduced 19,769 1,062 0.27% 0.3% 1386 -512 -2.52% Q4 2025 Jan 23, 2026
CAPE ANN SAVINGS BANK History Added to 19,749 1,061 0.54% 0.52% 1387 +1,700 9.42% Q4 2025 Jan 28, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 19,686 1,058 0.07% 0.05% 1388 +5,733 41.09% Q4 2025 Feb 11, 2026
MOULTON WEALTH MANAGEMENT, INC History New 11,428 1,049 0.99% 1389 +11,428 New Q4 2025 Jan 13, 2026
J2 Capital Management Inc History Added to 19,512 1,048 0.76% 0.73% 1390 +1,579 8.8% Q4 2025 Jan 20, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 19,480 1,047 0.49% 0.46% 1391 +1,419 7.86% Q4 2025 Jan 26, 2026
ATLas Financial Planning LLC History New 19,429 1,044 1.02% 1392 +19,429 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History No change 19,400 1,042 0.0% 0.0% 1393 0 0.0% Q4 2025 Mar 20, 2026
WASHINGTON TRUST BANK History Reduced 19,257 1,035 0.07% 0.08% 1394 -601 -3.03% Q4 2025 Feb 04, 2026
Legacy Bridge, LLC History Added to 19,157 1,029 0.42% 0.43% 1395 +194 1.02% Q4 2025 Jan 23, 2026
HORAN Wealth, LLC History Added to 19,134 1,028 0.16% 0.15% 1396 +1,941 11.29% Q4 2025 Feb 04, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 19,019 1,022 0.35% 0.4% 1397 +424 2.28% Q4 2025 Jan 08, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 18,994 1,021 0.27% 0.29% 1398 -372 -1.92% Q4 2025 Feb 05, 2026
Astra Wealth Partners LLC History Reduced 18,881 1,015 0.6% 0.69% 1399 -279 -1.46% Q4 2025 Feb 02, 2026
Wilian Securities, LLC History New 18,861 1,013 1.09% 1402 +18,861 New Q4 2025 Feb 06, 2026
Gryphon Financial Partners LLC History Added to 18,848 1,013 0.11% 0.12% 1401 +63 0.34% Q4 2025 Jan 08, 2026
PARK NATIONAL CORP /OH/ History Reduced 18,851 1,013 0.03% 0.03% 1400 -2 -0.01% Q4 2025 Jan 05, 2026
Rydar Equities, Inc. History Added to 18,833 1,012 0.79% 0.79% 1403 +858 4.77% Q4 2025 Jan 21, 2026
Canandaigua National Trust Co of Florida History Reduced 18,799 1,010 0.63% 0.82% 1404 -353 -1.84% Q4 2025 Jan 30, 2026
BARRETT & COMPANY, INC. History Reduced 18,749 1,007 0.34% 0.36% 1405 -798 -4.08% Q4 2025 Jan 28, 2026
Long Road Investment Counsel, LLC History Reduced 18,680 1,004 0.38% 0.36% 1406 -300 -1.58% Q4 2025 Feb 04, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 18,674 1,003 0.06% 0.06% 1407 +1,820 10.8% Q4 2025 Jan 07, 2026
Trilogy Capital Inc. History Added to 18,671 1,003 0.04% 0.05% 1408 +189 1.02% Q4 2025 Jan 22, 2026
NorthStar Asset Management LLC /NJ/ History Added to 18,610 1,000 0.45% 0.47% 1410 +440 2.42% Q4 2025 Feb 10, 2026
L & S Advisors Inc History Added to 18,610 1,000 0.09% 0.1% 1409 +206 1.12% Q4 2025 Feb 05, 2026
Mill Creek Capital Advisors, LLC History Reduced 18,584 999 0.02% 0.03% 1411 -8,490 -31.36% Q4 2025 Feb 13, 2026
Disciplined Investors, L.L.C. History Added to 18,594 999 0.66% 0.7% 1412 +332 1.82% Q4 2025 Feb 10, 2026
Veery Capital, LLC History Added to 18,568 998 0.31% 0.31% 1413 +179 0.97% Q4 2025 Jan 27, 2026
FIRST INTERSTATE BANK History Reduced 18,524 995 0.05% 0.06% 1414 -688 -3.58% Q4 2025 Jan 29, 2026
Twin Lakes Capital Management, LLC History Added to 18,490 994 0.44% 0.46% 1415 +280 1.54% Q4 2025 Feb 04, 2026
Glassman Wealth Services History Added to 18,440 991 0.13% 0.14% 1416 +14 0.08% Q4 2025 Jan 28, 2026
Golden Bell Financial Planning LLC History Added to 18,398 989 0.82% 0.86% 1417 +89 0.49% Q4 2025 Feb 03, 2026
WCG Wealth Advisors LLC History Added to 18,387 988 0.03% 0.04% 1418 +5,280 40.28% Q4 2025 Feb 10, 2026
WFA of San Diego, LLC History Reduced 18,336 985 0.72% 0.92% 1419 -6,607 -26.49% Q4 2025 Feb 17, 2026
OBSIDIAN CIO, LLC History Reduced 18,207 978 1.45% 1.8% 1421 -235,457 -92.82% Q4 2025 Feb 18, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 18,203 978 0.16% 0.16% 1420 +149 0.83% Q4 2025 Feb 04, 2026
Cannon Financial Strategists, Inc. History Added to 18,166 976 0.14% 0.14% 1422 +510 2.89% Q4 2025 Feb 04, 2026
Peak Financial Management, Inc. History Reduced 18,132 974 0.25% 0.28% 1423 -1,128 -5.86% Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History Added to 17,997 967 0.06% 0.05% 1424 +2,223 14.09% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Added to 17,116 964 0.08% 0.08% 1426 +1,240 7.81% Q4 2025 Jan 20, 2026
PEOPLES FINANCIAL SERVICES CORP. History Added to 17,945 964 0.45% 0.43% 1425 +286 1.62% Q4 2025 Jan 26, 2026
Battery Global Advisors, LLC History Reduced 4,545 962 0.45% 5.78% 1427 -222,403 -98.0% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 17,907 962 0.03% 0.02% 1429 +1,840 11.45% Q4 2025 Jan 23, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 17,900 962 0.13% 0.14% 1428 0 0.0% Q4 2025 Jan 29, 2026
Value Investment Professionals, LLC History New 17,894 961 1.01% 1430 +17,894 New Q4 2025 Feb 11, 2026
RCS Financial Planning, LLC History Added to 17,863 960 0.41% 0.38% 1432 +1,981 12.47% Q4 2025 Jan 15, 2026
VestGen Investment Management History Reduced 17,865 960 0.53% 0.62% 1431 -1,215 -6.37% Q4 2025 Feb 18, 2026
Shakespeare Wealth Management, LLC History Reduced 17,831 958 0.21% 0.23% 1433 -489 -2.67% Q4 2025 Feb 06, 2026
Occidental Asset Management, LLC History Added to 17,729 953 0.11% 0.09% 1434 +4,615 35.19% Q4 2025 Jan 08, 2026
55 North Private Wealth, LLC History New 17,723 952 0.25% 1437 +17,723 New Q4 2025 Jan 27, 2026
BAXTER BROS INC History Added to 17,713 952 0.11% 0.1% 1435 +994 5.95% Q4 2025 Jan 26, 2026
Wernau Asset Management Inc. History Added to 17,712 952 0.52% 0.64% 1436 +384 2.22% Q4 2025 Jan 21, 2026
Inscription Capital, LLC History Added to 17,707 951 0.1% 0.09% 1438 +2,954 20.02% Q4 2025 Jan 29, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 17,701 951 0.22% 0.23% 1439 +157 0.89% Q4 2025 Jan 06, 2026
Triad Wealth Partners, LLC History Added to 17,634 948 0.09% 0.1% 1441 +2,943 20.03% Q4 2025 Jan 22, 2026
Essex LLC History Reduced 17,652 948 0.17% 0.18% 1440 -394 -2.18% Q4 2025 Jan 20, 2026
Beacon Financial Advisory LLC History Added to 17,601 946 0.22% 0.2% 1442 +1,577 9.84% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 17,573 944 0.11% 0.07% 1443 +10,561 150.61% Q4 2025 Feb 13, 2026
Kaizen Financial Strategies History Added to 17,544 943 0.42% 0.42% 1444 +328 1.91% Q4 2025 Jan 21, 2026
High Net Worth Advisory Group LLC History Reduced 17,503 940 0.22% 0.24% 1445 -608 -3.36% Q4 2025 Jan 23, 2026
CX Institutional History Reduced 17,454 938 0.03% 0.03% 1447 -3,698 -17.48% Q4 2025 Feb 02, 2026
Parkside Investments, LLC History Reduced 17,460 938 0.12% 0.12% 1446 -870 -4.75% Q4 2025 Feb 09, 2026
Clarion Wealth Managment Partners, LLC History Reduced 17,442 937 0.87% 1.01% 1448 -1,467 -7.76% Q4 2025 Feb 05, 2026
Redwood Investment Management, LLC History Reduced 17,401 935 0.11% 0.51% 1449 -69,777 -80.04% Q4 2025 Feb 17, 2026
Tempo Wealth, LLC History New 17,367 933 0.17% 1450 +17,367 New Q4 2025 Feb 25, 2026
Dentgroup LLC History Reduced 17,287 929 0.64% 0.62% 1451 -451 -2.54% Q4 2025 Jan 28, 2026
Pillar Financial Advisors, LLC History Added to 17,173 923 0.56% 0.58% 1452 +48 0.28% Q4 2025 Feb 02, 2026
Aquire Wealth Advisors, LLC History Added to 17,127 920 0.24% 0.22% 1453 +271 1.61% Q4 2025 Jan 07, 2026
One Wealth Advisors, LLC History Reduced 15,357 919 0.11% 0.13% 1454 -3,765 -19.69% Q4 2025 Feb 02, 2026
Disciplina Capital Management LLC History Reduced 17,084 918 0.11% 0.14% 1456 -3,740 -17.96% Q4 2025 Feb 11, 2026
EVERETT HARRIS & CO /CA/ History Added to 17,082 918 0.01% 0.01% 1455 +845 5.2% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 16,947 911 0.07% 0.08% 1458 -4,967 -22.67% Q4 2025 Feb 12, 2026
Washington Trust Advisors, Inc. History Added to 16,963 911 0.07% 0.07% 1457 +166 0.99% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 16,878 907 0.01% 0.01% 1459 +1,664 10.94% Q4 2025 Feb 02, 2026
XTX Topco Ltd History New 16,800 903 0.02% 1460 +16,800 New Q4 2025 Feb 17, 2026
Bison Wealth, LLC History New 17,180 902 0.1% 1462 +17,180 New Q4 2025 Mar 24, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 16,795 902 0.16% 0.19% 1461 -1,630 -8.85% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 16,782 902 0.12% 0.11% 1463 +1,536 10.07% Q4 2025 Feb 13, 2026
Aureum Wealth Management, LLC History New 16,766 901 0.84% 1465 +16,766 New Q4 2025 Jan 28, 2026
Bigelow Investment Advisors, LLC History Reduced 16,778 901 0.35% 0.39% 1464 -1,165 -6.49% Q4 2025 Jan 28, 2026
Petix & Botte Co History Added to 16,715 898 0.2% 0.21% 1467 +110 0.66% Q4 2025 Feb 05, 2026
Curated Wealth Partners LLC History Added to 16,709 898 0.1% 0.11% 1466 +13 0.08% Q4 2025 Jan 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 16,701 897 0.11% 0.12% 1468 -1,548 -8.48% Q4 2025 Feb 13, 2026
BOS Asset Management, LLC History Reduced 16,602 892 0.24% 0.26% 1469 -225 -1.34% Q4 2025 Jan 09, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 16,578 891 0.2% 0.24% 1470 -2,493 -13.07% Q4 2025 Jan 13, 2026
Mustard Seed Financial, LLC History Reduced 16,573 890 0.56% 0.58% 1471 -80 -0.48% Q4 2025 Jan 23, 2026
Sequent Planning LLC History Added to 16,522 888 0.23% 0.2% 1472 +3,362 25.55% Q4 2025 Feb 05, 2026
Eukles Asset Management History Reduced 16,508 887 0.34% 0.36% 1473 -333 -1.98% Q4 2025 Feb 09, 2026
FineMark National Bank & Trust History Added to 16,458 884 0.03% 0.03% 1474 +784 5.0% Q4 2025 Feb 12, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 16,229 872 0.17% 0.12% 1475 +321 2.02% Q4 2025 Feb 02, 2026
Plum Street Advisors, LLC History Reduced 16,172 869 0.31% 0.34% 1476 -152 -0.93% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Added to 16,153 868 0.1% 0.09% 1477 +2,253 16.21% Q4 2025 Jan 20, 2026
Lynx Investment Advisory History Added to 16,121 866 0.47% 0.48% 1478 +1,306 8.82% Q4 2025 Feb 05, 2026
McLean Asset Management Corp History Added to 15,430 865 0.15% 0.17% 1479 +112 0.73% Q4 2025 Jan 16, 2026
Cohen Investment Advisors LLC History Added to 15,983 859 0.39% 0.41% 1480 +544 3.52% Q4 2025 Jan 15, 2026
NICOLET BANKSHARES INC History Added to 15,950 857 0.14% 0.13% 1481 +1,336 9.14% Q4 2025 Feb 09, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 15,934 856 0.72% 1483 +15,934 New Q4 2025 Feb 13, 2026
Plan A Wealth LLC History Added to 15,937 856 0.42% 0.43% 1482 +506 3.28% Q4 2025 Feb 06, 2026
DGS Capital Management, LLC History Added to 15,905 855 0.15% 0.15% 1484 +188 1.2% Q4 2025 Feb 24, 2026
WealthNavi Inc. History Added to 15,857,145 852 7.53% 7.68% 1485 +546,684 3.57% Q4 2025 Jan 15, 2026
Obermeyer Wealth Partners History Reduced 15,835 851 0.04% 0.04% 1486 -410 -2.52% Q4 2025 Jan 29, 2026
Fortis Capital Advisors, LLC History Added to 15,767 847 0.13% 0.13% 1487 +692 4.59% Q4 2025 Jan 27, 2026
Cambridge Financial Group, LLC History Added to 16,973 847 0.29% 0.29% 1488 +51 0.3% Q4 2025 Jan 09, 2026
J. Derek Lewis & Associates Inc. History New 15,752 846 0.2% 1490 +15,752 New Q4 2025 Mar 23, 2026
Hikari Tsushin, Inc. History No change 15,745 846 0.06% 0.06% 1489 0 0.0% Q4 2025 Feb 12, 2026
Chokshi & Queen Wealth Advisors, Inc History Reduced 15,723 845 0.44% 0.46% 1492 -382 -2.37% Q4 2025 Feb 17, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 15,724 845 0.14% 0.14% 1491 +128 0.82% Q4 2025 Jan 27, 2026
Topor & Co. Korea History New 15,665 842 0.63% 1493 +15,665 New Q4 2025 Apr 13, 2026
Welch Group, LLC History Reduced 15,611 839 0.03% 0.04% 1494 -2,067 -11.69% Q4 2025 Jan 26, 2026
Richard P Slaughter Associates Inc History Reduced 15,601 838 0.18% 0.23% 1495 -4,231 -21.33% Q4 2025 Jan 12, 2026
L.K. Benson & Company, P.C. History Added to 15,596 838 0.42% 0.45% 1496 +28 0.18% Q4 2025 Feb 06, 2026
Hurley Capital, LLC History Added to 15,584 837 0.47% 0.45% 1497 +731 4.92% Q4 2025 Feb 17, 2026
Goldstein Advisors, LLC History Added to 15,565 836 0.1% 0.09% 1498 +1,794 13.03% Q4 2025 Feb 10, 2026
Tilson Financial Group, Inc. History Reduced 15,566 836 0.26% 0.28% 1499 -41 -0.26% Q4 2025 Feb 05, 2026
BAYBAN History New 15,495 833 0.74% 1500 +15,495 New Q4 2025 Mar 05, 2026
Bank of Jackson Hole Trust History Added to 15,422 829 0.39% 0.33% 1501 +3,290 27.12% Q4 2025 Feb 12, 2026
Cassady Wealth & Retirement Planning, LLC History New 15,345 824 0.54% 1502 +15,345 New Q4 2025 Apr 02, 2026
Quent Capital, LLC History Added to 15,267 820 0.06% 0.05% 1503 +4,147 37.29% Q4 2025 Jan 29, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 15,238 819 0.58% 1504 +15,238 New Q4 2025 Feb 13, 2026
McHugh Group, LLC History Added to 15,219 818 0.47% 0.35% 1505 +4,500 41.98% Q4 2025 Feb 02, 2026
IAG Wealth Partners, LLC History Reduced 15,157 814 0.09% 0.1% 1506 -49 -0.32% Q4 2025 Feb 10, 2026
Sherman Wealth Management LLC History New 15,131 813 0.71% 1507 +15,131 New Q4 2025 Jan 15, 2026
Prosperity Planning, Inc. History Reduced 15,102 811 0.21% 0.23% 1508 -899 -5.62% Q4 2025 Jan 14, 2026
Platform Technology Partners History Added to 15,039 808 0.17% 0.17% 1509 +2,266 17.74% Q4 2025 Feb 13, 2026
Morling Financial Advisors, LLC History Reduced 15,008 806 0.25% 0.27% 1510 -11 -0.07% Q4 2025 Feb 06, 2026
LAM GROUP, INC. History No change 15,005 806 0.46% 0.5% 1511 0 0.0% Q4 2025 Jan 23, 2026
PKS Advisory Services, LLC History Added to 14,981 805 0.18% 0.16% 1513 +623 4.34% Q4 2025 Feb 02, 2026
Montecito Bank & Trust History Added to 14,979 805 0.13% 0.12% 1512 +592 4.11% Q4 2025 Jan 09, 2026
Affinity Capital Advisors, LLC History Added to 14,961 804 0.11% 0.07% 1514 +6,029 67.5% Q4 2025 Jan 09, 2026
Integrity Investment Advisors, LLC History New 14,855 798 0.44% 1516 +14,855 New Q4 2025 Feb 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 14,856 798 0.08% 0.08% 1515 +3 0.02% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Added to 14,762 793 0.05% 0.05% 1517 +295 2.04% Q4 2025 Feb 04, 2026
DecisionPoint Financial, LLC History Reduced 14,737 792 0.17% 0.19% 1518 -96 -0.65% Q4 2025 Jan 29, 2026
Invesco Ltd. History Reduced 14,731 791 0.0% 0.01% 1519 -795,738 -98.18% Q4 2025 Feb 19, 2026
Austin Wealth Management, LLC History Reduced 14,217 786 0.12% 0.15% 1520 -3,569 -20.07% Q4 2025 Jan 26, 2026
BridgePort Financial Solutions, LLC History Reduced 14,629 786 0.21% 0.24% 1521 -2,124 -12.68% Q4 2025 Jan 16, 2026
Jacobi Capital Management LLC History Reduced 14,615 785 0.05% 0.05% 1522 -369 -2.46% Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History No change 14,542 781 0.04% 0.05% 1523 0 0.0% Q4 2025 Jan 21, 2026
SGL Investment Advisors, Inc. History Added to 13,833 775 0.31% 0.27% 1525 +1,858 15.52% Q4 2025 Feb 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 14,419 775 0.04% 0.04% 1524 -616 -4.1% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 14,414 774 0.02% 0.0% 1526 +14,130 4975.35% Q4 2025 Feb 17, 2026
FULTON BANK, N.A. History Added to 14,383 773 0.03% 0.02% 1527 +1,618 12.68% Q4 2025 Jan 08, 2026
ASO GROUP Ltd History New 14,366 772 0.3% 1529 +14,366 New Q4 2025 Feb 12, 2026
Missouri Trust & Investment Co History Reduced 14,378 772 0.23% 0.23% 1528 -50 -0.35% Q4 2025 Feb 13, 2026
Austin Asset Management Co Inc History Added to 14,319 769 0.13% 0.14% 1530 +293 2.09% Q4 2025 Feb 04, 2026
Cohen Capital Management, Inc. History Added to 14,261 766 0.12% 0.12% 1531 +53 0.37% Q4 2025 Jan 20, 2026
Net Worth Advisory Group History Added to 14,218 764 0.15% 0.19% 1532 +1,767 14.19% Q4 2025 Jan 14, 2026
Beaird Harris Wealth Management, LLC History Reduced 14,225 764 0.05% 0.05% 1533 -21 -0.15% Q4 2025 Feb 23, 2026
Synergy Asset Management, LLC History Reduced 14,153 760 0.08% 0.09% 1534 -32,254 -69.5% Q4 2025 Jan 13, 2026
Ironwood Investment Counsel, LLC History Reduced 14,111 758 0.11% 0.12% 1535 -800 -5.37% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 14,086 757 0.09% 0.1% 1536 -298 -2.07% Q4 2025 Jan 26, 2026
MONTAG A & ASSOCIATES INC History Added to 14,052 755 0.03% 0.03% 1537 +3,900 38.42% Q4 2025 Feb 02, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 14,055 755 0.3% 0.3% 1538 +2,447 21.08% Q4 2025 Feb 17, 2026
Select Asset Management & Trust History Reduced 14,027 754 0.23% 0.3% 1539 -4,000 -22.19% Q4 2025 Feb 10, 2026
CURA WEALTH ADVISORS, LLC History Added to 14,016 753 0.29% 0.29% 1540 +60 0.43% Q4 2025 Jan 23, 2026
Strategic Financial Services, Inc. History Added to 13,122 751 0.03% 0.03% 1541 +945 7.76% Q4 2025 Feb 09, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 13,964 750 0.17% 0.17% 1542 -162 -1.15% Q4 2025 Feb 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 13,884 747 0.1% 0.11% 1543 -132 -0.94% Q4 2025 Feb 04, 2026
PETRA FINANCIAL ADVISORS INC History Added to 13,838 743 0.44% 0.42% 1545 +437 3.26% Q4 2025 Jan 21, 2026
Columbia Asset Management History Added to 13,834 743 0.13% 0.14% 1544 +262 1.93% Q4 2025 Jan 28, 2026
HTG Investment Advisors, Inc. History Added to 13,806 742 0.23% 0.25% 1546 +132 0.97% Q4 2025 Feb 02, 2026
Downshift Financial, LLC History New 13,231 741 0.46% 1548 +13,231 New Q4 2025 Mar 11, 2026
Cloud Capital Management, LLC History Added to 13,784 741 0.35% 0.32% 1547 +2,720 24.58% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Reduced 13,760 739 0.03% 0.04% 1549 -1,746 -11.26% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Reduced 13,729 738 0.03% 0.04% 1550 -800 -5.51% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Added to 13,712 737 0.04% 0.04% 1551 +228 1.69% Q4 2025 Mar 04, 2026
OPINICUS CAPITAL, INC. History Added to 13,701 736 0.51% 0.5% 1552 +276 2.06% Q4 2025 Feb 04, 2026
BBR PARTNERS, LLC History Reduced 13,665 734 0.04% 0.09% 1553 -14,108 -50.8% Q4 2025 Feb 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 13,650 733 0.58% 1554 +13,650 New Q4 2025 Feb 11, 2026
LaSalle St. Investment Advisors, LLC History Added to 13,609 731 0.12% 0.13% 1556 +56 0.41% Q4 2025 Feb 17, 2026
Atlas Brown,Inc. History Added to 13,615 731 0.22% 0.22% 1555 +16 0.12% Q4 2025 Jan 09, 2026
Carrera Capital Advisors History Added to 13,532 727 0.12% 0.13% 1557 +659 5.12% Q4 2025 Jan 30, 2026
JIM SAULNIER & ASSOCIATES, LLC History Added to 13,518 726 0.38% 0.35% 1558 +1,935 16.71% Q4 2025 Jan 29, 2026
STEVENS CAPITAL PARTNERS History Added to 13,477 724 0.19% 0.16% 1560 +3,395 33.67% Q4 2025 Jan 27, 2026
Gradient Capital Advisors, LLC History Reduced 13,480 724 0.19% 0.22% 1559 -1,814 -11.86% Q4 2025 Feb 06, 2026
Equita Financial Network, Inc. History Added to 13,432 722 0.22% 0.21% 1562 +1,998 17.47% Q4 2025 Jan 29, 2026
Golden State Wealth Management, LLC History Added to 13,442 722 0.08% 0.08% 1561 +368 2.81% Q4 2025 Feb 13, 2026
Cadent Capital Advisors, LLC History Added to 13,428 721 0.18% 0.13% 1563 +4,430 49.23% Q4 2025 Jan 13, 2026
Quantum Financial Advisors, LLC History No change 13,428 721 0.08% 0.09% 1564 0 0.0% Q4 2025 Jan 12, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 12,805 720 0.05% 0.04% 1565 +4,050 46.26% Q4 2025 Feb 13, 2026
WEIK CAPITAL MANAGEMENT History Reduced 13,375 719 0.27% 0.27% 1566 -50 -0.37% Q4 2025 Feb 11, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 13,368 718 0.2% 0.41% 1569 -11,223 -45.64% Q4 2025 Feb 11, 2026
GRANDFIELD & DODD, LLC History Added to 13,316 718 0.04% 0.02% 1567 +6,658 100.0% Q4 2025 Feb 10, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 13,362 718 0.08% 0.09% 1568 -342 -2.5% Q4 2025 Jan 08, 2026
McKinley Carter Wealth Services, Inc. History Reduced 13,340 717 0.04% 0.04% 1570 -218 -1.61% Q4 2025 Feb 06, 2026
Stordahl Capital Management, Inc. History Reduced 13,350 717 0.15% 0.15% 1571 -137 -1.02% Q4 2025 Jan 27, 2026
NorthLanding Financial Partners, LLC History Added to 13,332 716 0.57% 0.6% 1572 +5 0.04% Q4 2025 Jan 26, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 13,305 715 0.07% 0.07% 1573 +261 2.0% Q4 2025 Jan 12, 2026
Florida Trust Wealth Management Co History No change 13,246 712 0.02% 0.02% 1574 0 0.0% Q4 2025 Jan 20, 2026
Five Oceans Advisors History Reduced 13,208 710 0.25% 0.28% 1575 -832 -5.93% Q4 2025 Jan 16, 2026
Visionary Wealth Advisors History Added to 13,198 709 0.03% 0.03% 1576 +450 3.53% Q4 2025 Feb 13, 2026
Index Technologies Group LLC History New 13,165 707 0.74% 1578 +13,165 New Q4 2025 Feb 12, 2026
Capital Management Associates, Inc History Added to 13,152 707 0.16% 0.12% 1577 +5,272 66.9% Q4 2025 Jan 21, 2026
Keystone Financial Group History Added to 13,149 706 0.05% 0.05% 1579 +862 7.02% Q4 2025 Feb 06, 2026
Nautilus Advisors LLC History No change 13,142 706 0.46% 0.48% 1580 0 0.0% Q4 2025 Jan 22, 2026
TWO SIGMA SECURITIES, LLC History New 13,119 705 0.1% 1581 +13,119 New Q4 2025 Feb 17, 2026
ENTREWEALTH, LLC History Reduced 12,287 703 0.32% 0.38% 1582 -1,489 -10.81% Q4 2025 Feb 13, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 13,046 701 0.35% 0.36% 1583 -321 -2.4% Q4 2025 Jan 30, 2026
Hennion & Walsh Asset Management, Inc. History New 13,023 700 0.02% 1584 +13,023 New Q4 2025 Jan 14, 2026
Motiv8 Investments LLC History Added to 13,024 700 0.38% 0.37% 1585 +174 1.35% Q4 2025 Feb 13, 2026
Westmount Partners, LLC History Added to 13,032 700 0.17% 0.18% 1586 +133 1.03% Q4 2025 Jan 15, 2026
River Wealth Advisors LLC History Added to 13,019 699 0.08% 0.07% 1588 +1,224 10.38% Q4 2025 Feb 13, 2026
Wealth Architects, LLC History Reduced 13,005 699 0.06% 0.07% 1587 -353 -2.64% Q4 2025 Feb 17, 2026
HBW ADVISORY SERVICES LLC History Reduced 12,921 694 0.08% 0.08% 1589 -396 -2.97% Q4 2025 Jan 23, 2026
Western Wealth Management, LLC History Added to 12,907 693 0.03% 0.02% 1590 +5,465 73.43% Q4 2025 Feb 05, 2026
True Vision MN LLC History Reduced 12,901 693 0.35% 0.36% 1591 -7 -0.05% Q4 2025 Jan 14, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 12,879 692 0.07% 0.05% 1592 +4,192 48.26% Q4 2025 Feb 02, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 12,884 692 0.17% 0.13% 1593 +3,410 35.99% Q4 2025 Feb 02, 2026
EJMK Ventures LLC History New 12,843 690 0.42% 1595 +12,843 New Q4 2025 Mar 03, 2026
City Center Advisors, LLC History Added to 12,837 690 0.63% 0.65% 1594 +460 3.72% Q4 2025 Jan 05, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Added to 12,792 687 0.02% 0.02% 1596 +224 1.78% Q4 2025 Feb 04, 2026
Total Clarity Wealth Management, Inc. History Added to 12,780 687 0.17% 0.18% 1597 +51 0.4% Q4 2025 Feb 02, 2026
North Capital, Inc. History Added to 12,767 686 0.59% 0.53% 1598 +197 1.57% Q4 2025 Feb 18, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 12,743 685 0.01% 0.06% 1599 -120,640 -90.45% Q4 2025 Jan 14, 2026
Sharkey, Howes & Javer History Reduced 12,751 685 0.09% 0.15% 1600 -8,957 -41.26% Q4 2025 Jan 13, 2026
Sage Capital Advisors,llc History Added to 12,714 683 0.16% 0.15% 1601 +1,013 8.66% Q4 2025 Jan 06, 2026
WEALTHSPAN PARTNERS, LLC History Added to 12,711 683 0.25% 0.24% 1602 +903 7.65% Q4 2025 Jan 27, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Reduced 12,631 679 0.11% 0.16% 1603 -6,890 -35.3% Q4 2025 Feb 10, 2026
Key FInancial Inc History Added to 12,576 676 0.12% 0.12% 1604 +167 1.35% Q4 2025 Feb 09, 2026
True Link Financial Advisors, LLC History Added to 12,558 675 0.04% 0.04% 1605 +404 3.32% Q4 2025 Jan 29, 2026
GEN Financial Management, INC. History Reduced 12,472 670 0.42% 0.58% 1606 -54 -0.43% Q4 2025 Jan 15, 2026
Private Wealth Management Group, LLC History Reduced 12,451 669 0.18% 0.19% 1608 -499 -3.85% Q4 2025 Jan 23, 2026
Lincoln Capital LLC History Reduced 12,456 669 0.12% 0.13% 1607 -18 -0.14% Q4 2025 Jan 08, 2026
Berkeley Capital Partners, LLC History Reduced 12,426 668 0.16% 0.21% 1609 -3,904 -23.91% Q4 2025 Feb 05, 2026
Owen LaRue, LLC History Reduced 12,425 667 0.25% 0.55% 1611 -13,325 -51.75% Q4 2025 Feb 05, 2026
ADE, LLC History Reduced 12,410 667 0.32% 0.35% 1610 -391 -3.05% Q4 2025 Feb 10, 2026
Choate Investment Advisors History Reduced 12,398 666 0.01% 0.01% 1612 -948 -7.1% Q4 2025 Feb 09, 2026
Firestone Capital Management History Added to 12,400 666 0.14% 0.14% 1613 +155 1.27% Q4 2025 Feb 09, 2026
Radnor Capital Management, LLC History No change 12,360 664 0.1% 0.1% 1614 0 0.0% Q4 2025 Feb 06, 2026
Glass Jacobson Investment Advisors llc History Reduced 12,344 663 0.24% 0.25% 1615 -542 -4.21% Q4 2025 Jan 22, 2026
Warren Street Wealth Advisors, LLC History Reduced 12,296 661 0.19% 0.22% 1616 -1,295 -9.53% Q4 2025 Jan 29, 2026
Forum Financial Management, LP History Added to 12,300 661 0.01% 0.01% 1617 +355 2.97% Q4 2025 Jan 27, 2026
Emerald Advisors, LLC History Reduced 12,243 658 0.09% 0.09% 1618 -366 -2.9% Q4 2025 Jan 27, 2026
GeoWealth Management, LLC History Reduced 12,236 657 0.02% 0.03% 1619 -1,981 -13.93% Q4 2025 Feb 17, 2026
Sterling Investment Advisors, Ltd. History Added to 12,228 657 0.12% 0.13% 1620 +26 0.21% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History New 12,214 656 0.02% 1621 +12,214 New Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 12,200 655 0.0% 0.0% 1623 -13,400 -52.34% Q4 2025 Feb 17, 2026
WHITE PINE CAPITAL LLC History No change 12,202 655 0.18% 0.19% 1622 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Planning Group LLC History Added to 11,303 654 0.1% 0.02% 1624 +9,873 690.42% Q4 2025 Feb 02, 2026
WealthCollab, LLC History Added to 12,151 653 0.27% 0.26% 1625 +1,509 14.18% Q4 2025 Jan 27, 2026
Whitegate Investment Counselors, Inc. History Added to 12,044 647 0.2% 0.07% 1626 +8,030 200.05% Q4 2025 Feb 10, 2026
Harbour Capital Advisors, LLC History Added to 11,795 647 0.13% 0.13% 1627 +551 4.9% Q4 2025 Jan 07, 2026
LVW Advisors, LLC History Added to 11,933 641 0.06% 0.05% 1629 +2,697 29.2% Q4 2025 Jan 14, 2026
MOTCO History Reduced 11,927 641 0.06% 0.06% 1628 -698 -5.53% Q4 2025 Feb 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 11,921 640 0.01% 0.01% 1630 +3,498 41.53% Q4 2025 Feb 09, 2026
CORA CAPITAL ADVISORS LLC History Reduced 11,906 640 0.25% 0.28% 1631 -185 -1.53% Q4 2025 Jan 28, 2026
Alpha Omega Wealth Management LLC History No change 11,886 638 0.11% 0.11% 1632 0 0.0% Q4 2025 Jan 22, 2026
Tradition Wealth Management, LLC History Added to 11,850 637 0.05% 0.05% 1633 +150 1.28% Q4 2025 Feb 11, 2026
Estate Counselors, LLC History Reduced 11,780 633 0.05% 0.07% 1634 -2,605 -18.11% Q4 2025 Feb 02, 2026
Essex Bank History Reduced 11,759 632 0.14% 0.15% 1635 -145 -1.22% Q4 2025 Feb 02, 2026
RED REEF ADVISORS LLC History New 11,714 629 0.64% 1637 +11,714 New Q4 2025 Apr 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 11,718 629 0.03% 0.04% 1636 -1,236 -9.54% Q4 2025 Jan 28, 2026
Silver Grove Financial Group, Inc. History Added to 11,665 627 0.54% 0.58% 1638 +434 3.86% Q4 2025 Feb 17, 2026
DV Trading LLC History New 11,600 623 0.02% 1639 +11,600 New Q4 2025 Feb 17, 2026
Axis Wealth Partners, LLC History Added to 11,592 623 0.34% 0.34% 1640 +760 7.02% Q4 2025 Jan 30, 2026
Guardian Financial Partners, LLC History Added to 11,541 620 0.26% 0.26% 1641 +219 1.93% Q4 2025 Jan 14, 2026
William Mack & Associates, Inc. History Added to 11,539 620 0.29% 0.33% 1642 +43 0.37% Q4 2025 Feb 09, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 10,884 619 0.41% 0.3% 1645 +3,115 40.1% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History Reduced 11,528 619 0.05% 0.06% 1643 -1,824 -13.66% Q4 2025 Feb 13, 2026
BAKER BOYER NATIONAL BANK History Added to 11,530 619 0.19% 0.2% 1644 +687 6.34% Q4 2025 Feb 03, 2026
Cannell & Spears LLC History No change 11,441 615 0.01% 0.01% 1646 0 0.0% Q4 2025 Feb 17, 2026
Buck Wealth Strategies, LLC History Reduced 11,424 614 0.08% 0.1% 1647 -2,270 -16.58% Q4 2025 Feb 03, 2026
PUREfi Wealth, LLC History Reduced 11,433 614 0.47% 0.55% 1648 -1,662 -12.69% Q4 2025 Jan 12, 2026
FLAGSTAR ADVISORS INC History Reduced 11,404 613 0.21% 0.22% 1649 -1,875 -14.12% Q4 2025 Jan 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 11,406 613 0.04% 0.04% 1650 +178 1.59% Q4 2025 Jan 15, 2026
Prosperity Consulting Group, LLC History Reduced 11,362 610 0.03% 0.03% 1651 -267 -2.3% Q4 2025 Feb 17, 2026
Michels Family Financial, LLC History Added to 11,348 610 0.45% 0.47% 1652 +158 1.41% Q4 2025 Feb 19, 2026
New Republic Capital, LLC History Reduced 11,309 607 0.16% 0.2% 1653 -990 -8.05% Q4 2025 Feb 10, 2026
MONECO ADVISORS, LLC History Added to 11,209 602 0.05% 0.04% 1655 +1,861 19.91% Q4 2025 Feb 04, 2026
Stratos Investment Management, LLC History Reduced 11,202 602 0.02% 0.03% 1654 -333 -2.89% Q4 2025 Jan 20, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Added to 11,184 601 0.06% 0.06% 1656 +1,059 10.46% Q4 2025 Jan 30, 2026
Clientfirst Wealth Management, LLC History No change 11,180 601 0.48% 0.48% 1657 0 0.0% Q4 2025 Feb 06, 2026
Discipline Wealth Solutions, LLC History Added to 11,146 599 0.11% 0.05% 1659 +7,297 189.58% Q4 2025 Jan 26, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 11,135 599 0.01% 0.01% 1658 -389 -3.38% Q4 2025 Feb 12, 2026
MSH Capital Advisors LLC History Reduced 11,135 598 0.13% 0.16% 1661 -155 -1.37% Q4 2025 Feb 09, 2026
ROMANO BROTHERS AND COMPANY History Reduced 11,137 598 0.07% 0.07% 1660 -11 -0.1% Q4 2025 Jan 14, 2026
SeaBridge Investment Advisors LLC History No change 11,119 597 0.1% 0.1% 1662 0 0.0% Q4 2025 Jan 26, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 11,101 596 0.02% 0.02% 1663 -87 -0.78% Q4 2025 Feb 11, 2026
Live Oak Private Wealth LLC History No change 11,069 595 0.08% 0.08% 1664 0 0.0% Q4 2025 Jan 23, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 11,043 593 0.0% 0.0% 1665 +59 0.54% Q4 2025 Jan 13, 2026
Pallas Capital Advisors LLC History Added to 11,024 592 0.02% 0.01% 1666 +5,422 96.79% Q4 2025 Jan 14, 2026
Lakeridge Wealth Management LLC History Added to 11,011 591 0.27% 0.24% 1667 +913 9.04% Q4 2025 Jan 07, 2026
XML Financial, LLC History New 10,989 590 0.05% 1668 +10,989 New Q4 2025 Feb 11, 2026
Boltwood Capital Management History No change 10,938 588 0.15% 0.16% 1669 0 0.0% Q4 2025 Jan 02, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 10,926 587 0.03% 0.19% 1670 -54,444 -83.29% Q4 2025 Jan 15, 2026
ORG Wealth Partners, LLC History Reduced 10,914 586 0.14% 0.13% 1671 -152 -1.37% Q4 2025 Jan 14, 2026
Tenon Financial LLC History Added to 10,854 583 0.25% 0.29% 1673 +343 3.26% Q4 2025 Jan 16, 2026
WEBSTER BANK, N. A. History No change 10,859 583 0.05% 0.06% 1672 0 0.0% Q4 2025 Jan 23, 2026
Caldwell Trust Co History Added to 10,803 580 0.05% 0.04% 1674 +3,422 46.36% Q4 2025 Jan 30, 2026
Indivisible Partners History New 10,747 579 0.06% 1677 +10,747 New Q4 2025 Feb 03, 2026
Capital Investment Advisory Services, LLC History Reduced 10,785 579 0.04% 0.05% 1675 -994 -8.44% Q4 2025 Jan 21, 2026
Peirce Capital Management, LLC History No change 10,783 579 0.23% 0.24% 1676 0 0.0% Q4 2025 Feb 06, 2026
ETF Portfolio Partners, Inc. History No change 10,723 576 0.15% 0.15% 1678 0 0.0% Q4 2025 Jan 20, 2026
Sterling Capital Management LLC History Added to 10,709 575 0.01% 0.01% 1679 +3,482 48.18% Q4 2025 Feb 13, 2026
Clearstead Trust, LLC History Reduced 10,710 575 0.09% 0.12% 1680 -2,369 -18.11% Q4 2025 Feb 09, 2026
Alliance Wealth Advisors, LLC History No change 10,707 575 0.25% 0.26% 1681 0 0.0% Q4 2025 Jan 14, 2026
Peak Asset Management, LLC History No change 10,688 574 0.1% 0.1% 1682 0 0.0% Q4 2025 Feb 05, 2026
Founders Financial Alliance, LLC History Reduced 10,618 570 0.11% 0.11% 1683 -432 -3.91% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 10,601 569 0.05% 0.03% 1684 +3,654 52.6% Q4 2025 Feb 13, 2026
Milestone Asset Management Group, LLC History Added to 10,580 568 0.32% 0.32% 1685 +1,072 11.27% Q4 2025 Feb 03, 2026
LRI Investments, LLC History No change 10,548 567 0.05% 0.05% 1686 0 0.0% Q4 2025 Feb 04, 2026
Morton Capital Management LLC/CA History Reduced 10,543 566 0.09% 0.1% 1687 -622 -5.57% Q4 2025 Feb 03, 2026
MidWestOne Financial Group, Inc. History Added to 10,468 562 0.06% 0.06% 1688 +775 8.0% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 10,404 559 0.0% 0.0% 1689 -21,113 -66.99% Q4 2025 Feb 13, 2026
Spectrum Strategic Capital Management, LLC History New 10,404 559 0.3% 1690 +10,404 New Q4 2025 Feb 05, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 10,396 558 0.13% 0.13% 1691 +250 2.46% Q4 2025 Feb 02, 2026
BOSTON FAMILY OFFICE LLC History Reduced 10,341 556 0.04% 0.04% 1692 -487 -4.5% Q4 2025 Feb 13, 2026
Note Advisors, LLC History Added to 9,901 555 0.28% 0.32% 1693 +67 0.68% Q4 2025 Feb 18, 2026
Wick Capital Partners, LLC History Added to 10,309 554 0.1% 0.07% 1694 +4,584 80.07% Q4 2025 Mar 02, 2026
Colorado Capital Management, Inc. History Added to 10,271 552 0.21% 0.21% 1695 +260 2.6% Q4 2025 Jan 23, 2026
M3 Advisory Group, LLC History Added to 10,278 552 0.34% 0.35% 1696 +48 0.47% Q4 2025 Jan 16, 2026
GWN SECURITIES INC. History Added to 10,257 551 0.11% 0.12% 1697 +754 7.93% Q4 2025 Feb 11, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Added to 10,256 551 0.25% 0.27% 1698 +649 6.76% Q4 2025 Feb 10, 2026
MBA Advisors LLC History Added to 10,219 549 0.22% 0.24% 1700 +2 0.02% Q4 2025 Jan 21, 2026
MMBG INVESTMENT ADVISORS CO. History No change 10,226 549 0.05% 0.05% 1699 0 0.0% Q4 2025 Feb 09, 2026
Indiana Trust & Investment Management Co History No change 10,204 548 0.16% 0.17% 1701 0 0.0% Q4 2025 Jan 21, 2026
Tillman Hartley LLC History Added to 10,162 546 0.14% 0.06% 1703 +5,543 120.0% Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History Added to 10,171 546 0.05% 0.05% 1702 +954 10.35% Q4 2025 Jan 30, 2026
SAWGRASS ASSET MANAGEMENT LLC History Reduced 10,141 545 0.07% 0.07% 1704 -200 -1.93% Q4 2025 Feb 09, 2026
Black Cypress Capital Management, LLC History Reduced 10,115 543 0.38% 0.43% 1706 -423 -4.01% Q4 2025 Feb 10, 2026
Systematic Alpha Investments, LLC History No change 10,115 543 0.02% 0.02% 1705 0 0.0% Q4 2025 Feb 12, 2026
Sharper & Granite LLC History Reduced 10,100 542 0.19% 0.21% 1707 -516 -4.86% Q4 2025 Jan 27, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 9,316 537 0.16% 0.15% 1708 +1,064 12.89% Q4 2025 Feb 10, 2026
KLCM Advisors, Inc. History New 9,966 535 0.05% 1709 +9,966 New Q4 2025 Feb 04, 2026
Luminvest Wealth Management LLC History New 9,936 534 0.15% 1712 +9,936 New Q4 2025 Jan 26, 2026
Pioneer Wealth Management Group History Added to 9,936 534 0.16% 0.17% 1711 +11 0.11% Q4 2025 Jan 12, 2026
Maxele Advisors, LLC History Added to 9,950 534 0.43% 0.46% 1713 +10 0.1% Q4 2025 Feb 05, 2026
Next Capital Management LLC History Added to 9,948 534 0.17% 0.18% 1710 +7 0.07% Q4 2025 Feb 11, 2026
MeadowBrook Investment Advisors LLC History Reduced 9,921 533 0.45% 0.47% 1714 -140 -1.39% Q4 2025 Jan 14, 2026
Tandem Financial, LLC History Reduced 12,085 532 0.64% 1.24% 1717 -49,451 -80.36% Q4 2025 Feb 10, 2026
5T Wealth, LLC History Added to 9,901 532 0.21% 0.2% 1716 +1,274 14.77% Q4 2025 Jan 27, 2026
Etesian Wealth Advisors, Inc. History Added to 9,896 532 0.17% 0.18% 1715 +62 0.63% Q4 2025 Feb 11, 2026
J.Safra Asset Management Corp History Added to 9,841 529 0.03% 0.01% 1718 +6,221 171.85% Q4 2025 Feb 11, 2026
Optimist Retirement Group LLC History Reduced 9,845 529 0.24% 0.24% 1720 -11 -0.11% Q4 2025 Feb 09, 2026
Arista Wealth Management, LLC History No change 9,850 529 0.07% 0.07% 1719 0 0.0% Q4 2025 Feb 09, 2026
Baker Ellis Asset Management LLC History Reduced 9,832 528 0.06% 0.07% 1721 -500 -4.84% Q4 2025 Jan 21, 2026
Holos Integrated Wealth LLC History Reduced 9,599 527 0.29% 0.31% 1724 -401 -4.01% Q4 2025 Jan 05, 2026
Emprise Bank History Added to 9,804 527 0.22% 0.23% 1723 +18 0.18% Q4 2025 Jan 28, 2026
Syverson Strege & Co History No change 9,807 527 0.12% 0.13% 1722 0 0.0% Q4 2025 Feb 09, 2026
Essential Planning, LLC. History Added to 9,775 525 0.17% 0.1% 1726 +4,276 77.76% Q4 2025 Jan 15, 2026
KG&L Capital Management,LLC History Added to 9,781 525 0.13% 0.14% 1725 +116 1.2% Q4 2025 Jan 23, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 9,752 524 0.19% 0.19% 1727 0 0.0% Q4 2025 Feb 09, 2026
Torrey Growth & Income Advisors History New 9,698 521 0.18% 1729 +9,698 New Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 9,696 521 0.02% 0.01% 1728 +2,307 31.22% Q4 2025 Feb 13, 2026
Refined Wealth Management History New 9,677 520 0.35% 1730 +9,677 New Q4 2025 Jan 15, 2026
Burton Enright Welch History Reduced 9,640 518 0.07% 0.08% 1731 -23 -0.24% Q4 2025 Feb 13, 2026
Evernest Financial Advisors, LLC History Added to 8,957 517 0.11% 0.12% 1733 +793 9.71% Q4 2025 Feb 13, 2026
3Chopt Investment Partners, LLC History Added to 9,630 517 0.12% 0.12% 1732 +25 0.26% Q4 2025 Feb 10, 2026
LARCH CAPITAL PARTNERS LLC History New 9,604 516 0.07% 1735 +9,604 New Q4 2025 Feb 20, 2026
Freestate Advisors LLC History Reduced 9,604 516 0.42% 0.46% 1734 -445 -4.43% Q4 2025 Jan 12, 2026
Meredith Wealth Planning History Reduced 9,592 515 0.15% 0.17% 1736 -518 -5.12% Q4 2025 Jan 16, 2026
Wescott Financial Advisory Group, LLC History Reduced 9,538 512 0.04% 0.05% 1737 -297 -3.02% Q4 2025 Feb 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 9,517 511 0.16% 0.14% 1738 +1,498 18.68% Q4 2025 Jan 12, 2026
Sendero Wealth Management, LLC History New 9,504 510 0.06% 1739 +9,504 New Q4 2025 Jan 13, 2026
TCI Wealth Advisors, Inc. History Reduced 9,484 509 0.03% 0.04% 1740 -2,870 -23.23% Q4 2025 Feb 02, 2026
ETF Store, Inc. History Added to 9,477 509 0.52% 0.54% 1741 +2 0.02% Q4 2025 Jan 22, 2026
Liberty Atlantic Advisors LLC History New 9,437 507 0.5% 1744 +9,437 New Q4 2025 Feb 03, 2026
Balanced Rock Investment Advisors LLC History Reduced 9,438 507 0.36% 0.38% 1742 -188 -1.95% Q4 2025 Feb 13, 2026
Portland Financial Advisors Inc History No change 9,449 507 1.08% 1.09% 1743 0 0.0% Q4 2025 Feb 06, 2026
Impact Capital Partners LLC History Added to 9,362 503 0.15% 0.13% 1746 +1,150 14.0% Q4 2025 Jan 07, 2026
TFB Advisors LLC History No change 9,358 503 0.14% 0.15% 1745 0 0.0% Q4 2025 Feb 13, 2026
SHUFRO ROSE & CO LLC History Reduced 9,348 502 0.03% 0.16% 1747 -34,569 -78.71% Q4 2025 Feb 09, 2026
Coordinated Financial Services, Inc. History Added to 9,341 502 0.29% 0.28% 1749 +1,251 15.46% Q4 2025 Feb 09, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 9,355 502 0.19% 0.19% 1748 0 0.0% Q4 2025 Feb 13, 2026
Hubbell Strickland Wealth Management, LLC History Added to 9,304 500 0.2% 0.19% 1750 +807 9.5% Q4 2025 Jan 20, 2026
CEERA INVESTMENTS, LLC History No change 9,280 498 0.19% 0.16% 1751 0 0.0% Q4 2025 Feb 09, 2026
ZACKS INVESTMENT MANAGEMENT History New 9,249 497 0.0% 1752 +9,249 New Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 9,058 497 0.08% 1755 +9,058 New Q4 2025 Jan 05, 2026
TOWNSQUARE CAPITAL LLC History Reduced 9,251 497 0.11% 0.14% 1754 -7,506 -44.79% Q4 2025 Feb 11, 2026
OARSMAN CAPITAL, INC. History Reduced 9,258 497 0.06% 0.07% 1753 -84 -0.9% Q4 2025 Feb 13, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 9,233 496 0.04% 0.07% 1758 -6,715 -42.11% Q4 2025 Feb 17, 2026
Evergreen Wealth Management, LLC History Reduced 9,230 496 0.25% 0.28% 1756 -531 -5.44% Q4 2025 Feb 06, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 9,226 496 0.14% 0.17% 1757 -451 -4.66% Q4 2025 Feb 10, 2026
Parkwoods Wealth Partners, LLC History Added to 9,153 492 0.14% 0.16% 1759 +511 5.91% Q4 2025 Jan 15, 2026
Rothschild Capital Partners, LLC History Added to 9,092 488 0.11% 0.1% 1760 +1,110 13.91% Q4 2025 Feb 17, 2026
Exchange Bank History Reduced 9,053 486 0.34% 0.34% 1761 -16 -0.18% Q4 2025 Jan 13, 2026
Curi Capital, LLC History Added to 9,039 485 0.01% 0.0% 1762 +4,387 94.3% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 9,016 484 0.15% 0.33% 1764 +2,776 44.49% Q4 2025 Feb 17, 2026
DEARBORN PARTNERS LLC History Added to 9,011 484 0.02% 0.02% 1763 +1,743 23.98% Q4 2025 Feb 11, 2026
DOVER ADVISORS, LLC History No change 8,988 483 0.19% 0.19% 1765 0 0.0% Q4 2025 Feb 10, 2026
Safe Harbor Family Capital, LLC History New 8,977 482 0.42% 1768 +8,977 New Q4 2025 Jan 30, 2026
True North Advisors, LLC History New 8,967 482 0.06% 1766 +8,967 New Q4 2025 Jan 22, 2026
Probity Advisors, Inc. History Reduced 8,984 482 0.08% 0.08% 1767 -262 -2.83% Q4 2025 Jan 27, 2026
Icon Wealth Advisors, LLC History Reduced 8,891 478 0.03% 0.04% 1769 -720 -7.49% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History Added to 8,885 477 0.08% 0.08% 1770 +70 0.79% Q4 2025 Jan 27, 2026
FOCUSED ALPHA, LLC History New 8,864 476 0.14% 1771 +8,864 New Q4 2025 Feb 13, 2026
Councilmark Asset Management, LLC History No change 8,840 475 0.27% 0.27% 1772 0 0.0% Q4 2025 Feb 09, 2026
Athena Investment Management History Added to 8,821 474 0.24% 0.14% 1773 +3,814 76.17% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 8,454 473 0.02% 0.02% 1774 +1,297 18.12% Q4 2025 Jan 21, 2026
49 WEALTH MANAGEMENT, LLC History Added to 8,785 472 0.04% 0.02% 1776 +4,760 118.26% Q4 2025 Feb 04, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 8,780 472 0.02% 0.01% 1775 +2,070 30.85% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History Reduced 8,789 472 0.34% 0.37% 1777 -495 -5.33% Q4 2025 Feb 10, 2026
Quadrant Private Wealth Management, LLC History Added to 8,770 471 0.08% 0.05% 1778 +4,034 85.18% Q4 2025 Jan 26, 2026
Horizons Wealth Management History Added to 8,739 469 0.31% 0.31% 1779 +285 3.37% Q4 2025 Jan 05, 2026
Baldwin Investment Management, LLC History Added to 8,688 467 0.05% 0.05% 1780 +16 0.18% Q4 2025 Feb 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 8,685 466 0.09% 1783 +8,685 New Q4 2025 Feb 13, 2026
MCDONALD PARTNERS LLC History Added to 8,671 466 0.15% 0.13% 1781 +706 8.86% Q4 2025 Feb 02, 2026
Bridgewater Advisors Inc. History Reduced 8,312 466 0.03% 0.03% 1782 -295 -3.43% Q4 2025 Jan 23, 2026
Bank of Marin History Reduced 8,604 462 0.32% 0.34% 1785 -172 -1.96% Q4 2025 Feb 17, 2026
KLINGENSTEIN FIELDS & CO LP History No change 8,603 462 0.02% 0.02% 1784 0 0.0% Q4 2025 Feb 13, 2026
TriaGen Wealth Management LLC History No change 8,558 460 0.12% 0.12% 1786 0 0.0% Q4 2025 Jan 27, 2026
COOPER/HAIMS ADVISORS, LLC History New 8,549 459 0.21% 1787 +8,549 New Q4 2025 Feb 11, 2026
Pinnacle Financial Group, LLC / IL History Reduced 8,554 459 0.13% 0.14% 1788 -37 -0.43% Q4 2025 Feb 05, 2026
Mayfair Advisory Group, LLC History Added to 8,330 457 0.18% 0.19% 1789 +270 3.35% Q4 2025 Jan 21, 2026
Atlanta Consulting Group Advisors, LLC History No change 8,511 457 0.1% 0.11% 1790 0 0.0% Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History Added to 8,492 456 0.12% 0.12% 1792 +254 3.08% Q4 2025 Jan 28, 2026
Vawter Financial, Ltd. History Added to 8,486 456 0.19% 0.21% 1791 +44 0.52% Q4 2025 Feb 02, 2026
Citrine Capital LLC History Reduced 8,466 455 0.21% 0.24% 1793 -1,205 -12.46% Q4 2025 Jan 20, 2026
Stirlingshire Investments, Inc. History New 8,447 454 0.4% 1794 +8,447 New Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 8,422 452 0.02% 0.02% 1795 +86 1.03% Q4 2025 Jan 05, 2026
Forza Wealth Management, LLC History Reduced 8,397 451 0.16% 0.18% 1796 -400 -4.55% Q4 2025 Feb 02, 2026
HILL ISLAND FINANCIAL LLC History No change 8,383 450 0.11% 0.11% 1797 0 0.0% Q4 2025 Jan 22, 2026
Cambria Investment Management, L.P. History Reduced 8,363 449 0.03% 0.03% 1798 -364 -4.17% Q4 2025 Feb 17, 2026
Evolution Wealth Advisors, LLC History Added to 8,361 449 0.05% 0.06% 1799 +135 1.64% Q4 2025 Jan 12, 2026
Sonoma Private Wealth LLC History Added to 8,349 448 0.54% 0.45% 1800 +1,318 18.75% Q4 2025 Feb 17, 2026
Charis Legacy Partners, LLC History Reduced 8,351 448 0.66% 0.74% 1801 -856 -9.3% Q4 2025 Jan 08, 2026
Belleair Asset Management, LLC History New 8,326 447 0.43% 1804 +8,326 New Q4 2025 Jan 30, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 8,320 447 0.1% 0.06% 1802 +3,316 66.27% Q4 2025 Jan 29, 2026
Sage Investment Counsel LLC History Reduced 8,320 447 0.49% 0.5% 1803 -3 -0.04% Q4 2025 Jan 23, 2026
Somerset Trust Co History Added to 8,219 441 0.13% 0.1% 1805 +2,422 41.78% Q4 2025 Jan 09, 2026
Gambit Capital Management, LLC History New 8,192 440 0.31% 1808 +8,192 New Q4 2025 Feb 06, 2026
Sloy Dahl & Holst, LLC History Added to 8,199 440 0.05% 0.04% 1807 +2,085 34.1% Q4 2025 Feb 04, 2026
Smith Salley Wealth Management History No change 8,192 440 0.02% 0.02% 1806 0 0.0% Q4 2025 Jan 27, 2026
Abacus Wealth Partners, LLC History New 8,173 439 0.04% 1809 +8,173 New Q4 2025 Feb 05, 2026
Darden Wealth Group Inc History Added to 8,184 439 0.21% 0.2% 1810 +1,100 15.53% Q4 2025 Feb 09, 2026
HAZLETT, BURT & WATSON, INC. History Added to 8,128 438 0.14% 0.05% 1811 +5,346 192.16% Q4 2025 Feb 10, 2026
LJI Wealth Management, LLC History Added to 8,155 438 0.07% 0.05% 1812 +2,460 43.2% Q4 2025 Feb 03, 2026
CGC Financial Services, LLC History Added to 8,156 438 0.12% 0.1% 1813 +1,243 17.98% Q4 2025 Feb 03, 2026
Legacy Wealth Asset Management, LLC History Reduced 8,129 437 0.11% 0.11% 1814 -81 -0.99% Q4 2025 Jan 12, 2026
PINNEY & SCOFIELD, INC. History No change 8,135 437 0.25% 0.27% 1815 0 0.0% Q4 2025 Feb 13, 2026
Summit Global Investments History Added to 8,119 436 0.03% 0.03% 1816 +76 0.94% Q4 2025 Feb 18, 2026
Alteri Wealth LLC History Added to 8,084 434 0.14% 0.14% 1817 +375 4.86% Q4 2025 Feb 11, 2026
Ketron Financial History New 8,070 433 0.14% 1818 +8,070 New Q4 2025 Feb 24, 2026
JTC Employer Solutions Trustee Ltd History No change 8,020 432 0.03% 0.04% 1819 0 0.0% Q4 2025 Feb 10, 2026
Uptown Financial Advisors LLC History Added to 8,026 431 0.31% 0.36% 1820 +11 0.14% Q4 2025 Jan 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 8,017 430 0.02% 0.02% 1821 +152 1.93% Q4 2025 Feb 13, 2026
Secure Asset Management, LLC History Reduced 7,971 428 0.07% 0.1% 1822 -3,596 -31.09% Q4 2025 Jan 20, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 7,965 428 0.14% 0.15% 1823 -3 -0.04% Q4 2025 Jan 20, 2026
ABLE Financial Group, LLC History Added to 7,938 426 0.09% 0.07% 1824 +1,718 27.62% Q4 2025 Jan 23, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 7,897 424 0.21% 0.21% 1825 0 0.0% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History Reduced 7,874 423 0.18% 0.23% 1826 -784 -9.06% Q4 2025 Jan 23, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 7,852 422 0.06% 0.06% 1827 0 0.0% Q4 2025 Feb 17, 2026
Colter Lewis Investment Partners LLC History New 7,838 421 0.49% 1830 +7,838 New Q4 2025 Feb 17, 2026
Capital Planning LLC History Added to 7,671 421 0.12% 0.11% 1828 +998 14.96% Q4 2025 Jan 23, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 7,832 421 0.24% 0.25% 1829 +1 0.01% Q4 2025 Jan 16, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 7,817 420 0.12% 0.11% 1832 +1,466 23.08% Q4 2025 Feb 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 7,818 420 0.01% 0.01% 1831 0 0.0% Q4 2025 Feb 10, 2026
Urban Financial Advisory Corp History Added to 7,807 419 0.16% 0.18% 1833 +535 7.36% Q4 2025 Feb 04, 2026
Well Done, LLC History Added to 7,780 418 0.06% 0.07% 1834 +35 0.45% Q4 2025 Jan 13, 2026
Intergy Private Wealth, LLC History Reduced 7,775 417 0.13% 0.13% 1835 -44 -0.56% Q4 2025 Jan 22, 2026
Accel Wealth Management History Added to 7,741 416 0.11% 0.11% 1838 +701 9.96% Q4 2025 Jan 20, 2026
Inlight Wealth Management, LLC History Added to 70,100 416 0.15% 0.19% 1837 +131 0.19% Q4 2025 Jan 23, 2026
Telos Capital Management, Inc. History Reduced 7,750 416 0.04% 0.04% 1836 -118 -1.5% Q4 2025 Jan 22, 2026
EnRich Financial Partners LLC History Reduced 7,727 415 0.11% 0.12% 1839 -372 -4.59% Q4 2025 Jan 28, 2026
St. Clair Advisors, LLC History Added to 7,725 415 0.11% 0.11% 1840 +146 1.93% Q4 2025 Jan 20, 2026
Americana Partners, LLC History Added to 7,719 414 0.01% 0.01% 1841 +1,008 15.02% Q4 2025 Feb 06, 2026
Norway Savings Bank History Added to 7,687 413 0.19% 0.19% 1844 +587 8.27% Q4 2025 Jan 08, 2026
SMH CAPITAL ADVISORS INC History Added to 7,686 413 0.84% 0.86% 1843 +34 0.44% Q4 2025 Feb 12, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 7,700 413 0.02% 0.02% 1842 +15 0.2% Q4 2025 Jan 23, 2026
MMA ASSET MANAGEMENT LLC History Added to 7,666 412 0.15% 0.14% 1845 +15 0.2% Q4 2025 Feb 03, 2026
Cedarwood Wealth LLC History New 7,228 411 0.46% 1846 +7,228 New Q4 2025 Mar 05, 2026
LOM Asset Management Ltd History Added to 7,640 410 0.12% 0.09% 1849 +2,300 43.07% Q4 2025 Jan 23, 2026
Spinnaker Investment Group, LLC History Added to 7,642 410 0.07% 0.06% 1847 +1,685 28.29% Q4 2025 Jan 12, 2026
Fee-Only Financial Planning, L.C. History No change 7,640 410 0.24% 0.24% 1848 0 0.0% Q4 2025 Jan 26, 2026
Oldfather Financial Services, LLC History Added to 7,619 409 0.12% 0.1% 1850 +1,908 33.41% Q4 2025 Jan 16, 2026
Carmel Capital Partners, LLC History Added to 7,619 409 0.14% 0.16% 1851 +540 7.63% Q4 2025 Jan 29, 2026
BWM Planning, LLC History New 7,607 408 0.11% 1853 +7,607 New Q4 2025 Jan 14, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 7,595 408 0.2% 0.23% 1852 +3 0.04% Q4 2025 Jan 23, 2026
Integris Wealth Management, LLC History No change 7,573 407 0.09% 0.1% 1854 0 0.0% Q4 2025 Jan 21, 2026
SeaCrest Wealth Management, LLC History Reduced 7,362 406 0.04% 0.05% 1855 -668 -8.32% Q4 2025 Jan 12, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 7,558 406 0.13% 0.13% 1856 +38 0.51% Q4 2025 Jan 27, 2026
First Western Trust Bank History Reduced 7,548 405 0.02% 0.2% 1857 -72,768 -90.6% Q4 2025 Feb 12, 2026
Dana Investment Advisors, Inc. History Added to 7,531 404 0.01% 0.01% 1858 +2,953 64.5% Q4 2025 Feb 05, 2026
Summit Financial Wealth Advisors, LLC History New 7,479 402 0.06% 1859 +7,479 New Q4 2025 Jan 27, 2026
CALTON & ASSOCIATES, INC. History Reduced 7,442 400 0.06% 0.08% 1860 -2,888 -27.96% Q4 2025 Feb 10, 2026
Turtle Creek Wealth Advisors, LLC History No change 7,447 400 0.03% 0.04% 1861 0 0.0% Q4 2025 Jan 28, 2026
DKM Wealth Management, Inc. History No change 7,446 400 0.3% 0.32% 1862 0 0.0% Q4 2025 Jan 12, 2026
NOTTINGHAM ADVISORS, INC. History Added to 7,434 399 0.06% 0.06% 1863 +52 0.7% Q4 2025 Jan 26, 2026
VeraBank, N.A. History Added to 7,395 397 0.07% 0.06% 1864 +1,093 17.34% Q4 2025 Feb 11, 2026
Virtue Capital Management, LLC History Reduced 7,223 396 0.06% 3.56% 1865 -29,275 -80.21% Q4 2025 Feb 18, 2026
Clarity Wealth Advisors, LLC History Added to 7,368 396 0.08% 0.08% 1866 +881 13.58% Q4 2025 Jan 23, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 7,363 395 0.07% 0.07% 1867 -331 -4.3% Q4 2025 Jan 16, 2026
LIBRA WEALTH LLC History No change 7,333 394 0.11% 0.12% 1868 0 0.0% Q4 2025 Jan 28, 2026
Robinhood Asset Management, LLC History New 7,310 393 0.03% 1870 +7,310 New Q4 2025 Jan 21, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 7,316 393 0.14% 0.15% 1869 +494 7.24% Q4 2025 Feb 13, 2026
Hamilton Wealth, LLC History New 7,294 392 0.07% 1872 +7,294 New Q4 2025 Feb 19, 2026
RHS Financial, LLC History Reduced 7,292 392 0.19% 0.36% 1873 -5,535 -43.15% Q4 2025 Jan 16, 2026
Rockport Wealth LLC History Reduced 7,299 392 0.08% 0.12% 1876 -4,022 -35.53% Q4 2025 Feb 06, 2026
LCM Capital Management Inc History Reduced 7,294 392 0.19% 0.25% 1875 -2,256 -23.62% Q4 2025 Jan 29, 2026
RiverFront Investment Group, LLC History Added to 7,297 392 0.01% 0.01% 1871 +322 4.62% Q4 2025 Feb 05, 2026
Goepper Burkhardt LLC History Reduced 7,300 392 0.13% 0.13% 1874 -18 -0.25% Q4 2025 Feb 09, 2026
Sankala Group LLC History New 6,697 389 0.31% 1879 +6,697 New Q4 2025 Mar 02, 2026
Financial Alternatives, Inc History Added to 7,239 389 0.23% 0.23% 1878 +76 1.06% Q4 2025 Feb 04, 2026
Bell Investment Advisors, Inc History Added to 7,247 389 0.06% 0.06% 1877 +44 0.61% Q4 2025 Feb 24, 2026
Golden State Equity Partners History New 7,222 388 0.06% 1880 +7,222 New Q4 2025 Jan 29, 2026
Approach Retirement Advisors, LLC History New 7,189 386 0.33% 1883 +7,189 New Q4 2025 Jan 29, 2026
Capstone Wealth Management Group LLC History Added to 7,198 386 0.23% 0.23% 1882 +501 7.48% Q4 2025 Jan 09, 2026
American Capital Advisory, LLC History Reduced 7,187 386 0.17% 0.19% 1881 -315 -4.2% Q4 2025 Jan 30, 2026
Livet Wealth, LLC History New 7,166 385 0.24% 1888 +7,166 New Q4 2025 Feb 13, 2026
Post Resch Tallon Group Inc. History Reduced 7,174 385 0.33% 0.41% 1887 -1,324 -15.58% Q4 2025 Jan 09, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 7,176 385 0.03% 0.03% 1884 -381 -5.04% Q4 2025 Feb 05, 2026
1832 Asset Management L.P. History Added to 7,175 385 0.0% 0.0% 1885 +213 3.06% Q4 2025 Feb 13, 2026
Wealth Management Nebraska History Added to 7,168 385 0.04% 0.05% 1886 +87 1.23% Q4 2025 Jan 28, 2026
McIlrath & Eck, LLC History Reduced 7,140 383 0.04% 0.04% 1890 -192 -2.62% Q4 2025 Feb 03, 2026
LCNB CORP History Added to 7,134 383 0.13% 0.13% 1889 +91 1.29% Q4 2025 Feb 10, 2026
TPG Advisors LLC History Added to 7,112 382 0.24% 0.24% 1893 +322 4.74% Q4 2025 Jan 21, 2026
Ironwood Wealth Management, LLC. History Reduced 7,112 382 0.11% 0.13% 1892 -48 -0.67% Q4 2025 Feb 02, 2026
Matisse Capital History No change 7,107 382 0.17% 0.17% 1891 0 0.0% Q4 2025 Jan 29, 2026
Lodestone Wealth Management LLC History No change 7,054 379 0.15% 0.17% 1894 0 0.0% Q4 2025 Jan 15, 2026
Pitti Group Wealth Management, LLC History Reduced 7,048 378 0.31% 0.33% 1895 -193 -2.67% Q4 2025 Feb 13, 2026
Elser Financial Planning, Inc History Added to 7,022 377 0.27% 0.46% 1896 +58 0.83% Q4 2025 Jan 15, 2026
Clearwave Capital, LLC History New 6,998 376 0.28% 1898 +6,998 New Q4 2025 Mar 02, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 6,997 376 1.14% 1897 +6,997 New Q4 2025 Feb 06, 2026
CVA Family Office, LLC History Added to 6,992 375 0.04% 0.04% 1899 +768 12.34% Q4 2025 Jan 12, 2026
Legacy Financial Group LLC History Reduced 6,633 374 0.05% 0.05% 1900 -240 -3.49% Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History New 6,935 372 0.01% 1901 +6,935 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 6,935 372 0.02% 1902 +6,935 New Q4 2025 Feb 12, 2026
Evelyn Partners Asset Management Ltd History Added to 6,883 370 0.09% 0.06% 1903 +1,616 30.68% Q4 2025 Feb 13, 2026
Archvest Wealth Advisors, Inc. History Added to 6,845 367 0.23% 0.23% 1904 +2,062 43.11% Q4 2025 Feb 13, 2026
Forefront Wealth Partners, LLC History Reduced 6,815 366 0.17% 1.32% 1908 -89,626 -92.93% Q4 2025 Feb 06, 2026
Galilei Investment Office LLP History New 6,825 366 0.17% 1907 +6,825 New Q4 2025 Feb 11, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 6,810 366 0.04% 0.04% 1906 +185 2.79% Q4 2025 Feb 03, 2026
FIDELITY D & D BANCORP INC History No change 6,815 366 0.16% 0.2% 1905 0 0.0% Q4 2025 Feb 09, 2026
Kestra Investment Management, LLC History Reduced 6,808 365 0.01% 0.01% 1909 -354 -4.94% Q4 2025 Feb 09, 2026
First Financial Bank - Trust Division History No change 6,773 364 0.03% 0.03% 1910 0 0.0% Q4 2025 Jan 02, 2026
Rubicon Advisors, GP History New 6,732 361 0.33% 1912 +6,732 New Q4 2025 Mar 09, 2026
Silver Oak Advisory Group, Inc. History Reduced 6,720 361 0.16% 0.18% 1911 -540 -7.44% Q4 2025 Feb 03, 2026
Benchmark Financial, LLC History New 6,710 360 0.36% 1916 +6,710 New Q4 2025 Jan 27, 2026
Cypress Point Wealth Management, LLC History Added to 6,697 360 0.08% 0.07% 1914 +113 1.72% Q4 2025 Feb 02, 2026
SlateStone Wealth, LLC History Added to 6,688 360 0.03% 0.03% 1913 +20 0.3% Q4 2025 Feb 11, 2026
Curran Financial Partners, LLC History Reduced 6,713 360 0.07% 0.07% 1915 -6 -0.09% Q4 2025 Jan 22, 2026
OAK FAMILY ADVISORS, LLC History Added to 6,687 359 0.1% 0.09% 1917 +50 0.75% Q4 2025 Feb 03, 2026
RAM Investment Partners, LLC History Reduced 6,611 355 0.06% 0.07% 1918 -198 -2.91% Q4 2025 Feb 12, 2026
Daybright Advisory Services, Inc. History New 6,589 354 0.09% 1919 +6,589 New Q4 2025 Feb 12, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 6,569 353 0.27% 0.3% 1920 -545 -7.66% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Reduced 6,548 352 0.11% 0.12% 1922 -137 -2.05% Q4 2025 Jan 26, 2026
Sterling Financial Planning, Inc. History Added to 6,558 352 0.11% 0.11% 1921 +76 1.17% Q4 2025 Jan 27, 2026
First PREMIER Bank History Reduced 6,520 351 0.08% 0.1% 1924 -1,383 -17.5% Q4 2025 Jan 23, 2026
Advisors Capital Management, LLC History Added to 6,546 351 0.0% 0.0% 1923 +704 12.05% Q4 2025 Jan 29, 2026
RDA Financial Network History Added to 6,542 351 0.08% 0.09% 1925 +76 1.18% Q4 2025 Jan 06, 2026
Alexander Randolph Advisory, Inc. History No change 6,483 348 0.29% 0.29% 1926 0 0.0% Q4 2025 Feb 05, 2026
Broadleaf Partners, LLC History No change 6,472 347 0.07% 0.07% 1927 0 0.0% Q4 2025 Feb 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 6,461 347 0.26% 0.28% 1928 0 0.0% Q4 2025 Feb 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 6,390 343 0.06% 1930 +6,390 New Q4 2025 Feb 12, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 6,397 343 0.05% 0.05% 1929 0 0.0% Q4 2025 Feb 12, 2026
Montis Financial, LLC History New 6,354 341 0.07% 1931 +6,354 New Q4 2025 Feb 11, 2026
Investmark Advisory Group LLC History Added to 6,356 341 0.15% 0.15% 1932 +106 1.7% Q4 2025 Jan 28, 2026
FAS Wealth Partners, Inc. History Added to 6,306 339 0.02% 0.02% 1933 +18 0.29% Q4 2025 Feb 18, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Added to 6,295 338 0.04% 0.04% 1934 +1,065 20.36% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 6,295 338 0.01% 0.02% 1936 +240 3.96% Q4 2025 Jan 28, 2026
Neumann Capital Management, LLC History No change 6,300 338 0.1% 0.1% 1935 0 0.0% Q4 2025 Jan 14, 2026
Gibraltar Capital Management, Inc. History Added to 6,277 337 0.06% 0.05% 1937 +657 11.69% Q4 2025 Feb 02, 2026
Geometric Wealth Advisors History Reduced 6,259 336 0.04% 0.05% 1939 -374 -5.64% Q4 2025 Feb 06, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 6,255 336 0.04% 0.04% 1941 -248 -3.81% Q4 2025 Jan 28, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 6,253 336 0.01% 0.01% 1938 -127 -1.99% Q4 2025 Feb 13, 2026
Clarendon Private LLC History Added to 6,259 336 0.28% 0.3% 1940 +100 1.62% Q4 2025 Feb 05, 2026
Sage Mountain Advisors LLC History Added to 6,247 335 0.02% 0.02% 1942 +774 14.14% Q4 2025 Jan 23, 2026
Destiny Wealth Partners, LLC History No change 5,896 335 0.04% 0.04% 1943 0 0.0% Q4 2025 Feb 03, 2026
Empirical Asset Management, LLC History Reduced 6,218 334 0.09% 0.11% 1945 -1,004 -13.9% Q4 2025 Feb 06, 2026
Cynosure Group, LLC History No change 6,217 334 0.03% 0.04% 1944 0 0.0% Q4 2025 Feb 17, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History No change 6,200 333 0.12% 0.12% 1946 0 0.0% Q4 2025 Jan 16, 2026
Quotient Wealth Partners, LLC History New 6,188 332 0.01% 1949 +6,188 New Q4 2025 Jan 22, 2026
Cottage Street Advisors LLC History Added to 6,177 332 0.14% 0.09% 1947 +2,297 59.2% Q4 2025 Jan 26, 2026
Forum Private Client Group LLC History Added to 6,193 332 0.11% 0.11% 1948 +475 8.31% Q4 2025 Feb 06, 2026
Apollon Financial, LLC History Added to 6,186 332 0.05% 0.06% 1950 +76 1.24% Q4 2025 Jan 22, 2026
STATE STREET CORP History Reduced 6,169 331 0.0% 0.0% 1951 -201 -3.16% Q4 2025 Feb 13, 2026
Asset One Wealth Management LLC History New 5,820 330 0.05% 1952 +5,820 New Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History No change 6,120 329 0.02% 0.02% 1953 0 0.0% Q4 2025 Feb 03, 2026
Finward Bancorp History Reduced 6,090 327 0.25% 0.26% 1954 -309 -4.83% Q4 2025 Jan 21, 2026
Heritage Financial Services, LLC History Reduced 6,083 327 0.03% 0.03% 1955 -31 -0.51% Q4 2025 Feb 02, 2026
KKM Financial LLC History Added to 6,077 326 0.06% 0.1% 1957 +188 3.19% Q4 2025 Feb 18, 2026
Bond & Devick Financial Network, Inc. History No change 6,082 326 0.09% 0.1% 1956 0 0.0% Q4 2025 Jan 14, 2026
Carnegie Investment Counsel History New 6,063 325 0.01% 1958 +6,063 New Q4 2025 Jan 23, 2026
Scientech Research LLC History New 6,042 324 0.2% 1960 +6,042 New Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History Added to 6,027 324 0.19% 0.05% 1961 +4,653 338.65% Q4 2025 Feb 02, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 6,029 324 0.22% 0.22% 1959 +561 10.26% Q4 2025 Feb 05, 2026
American State Bank (Iowa) History Added to 6,035 324 0.16% 0.15% 1962 +498 8.99% Q4 2025 Apr 14, 2026
ANCHOR CAPITAL ADVISORS LLC History New 6,023 323 0.01% 1963 +6,023 New Q4 2025 Feb 10, 2026
Anchor Investment Management, LLC History Reduced 5,990 322 0.03% 0.03% 1964 -5 -0.08% Q4 2025 Feb 26, 2026
Strait & Sound Wealth Management LLC History Reduced 5,969 320 0.12% 0.13% 1965 -206 -3.34% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History New 5,938 319 0.02% 1966 +5,938 New Q4 2025 Jan 22, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 5,931 318 0.05% 0.05% 1967 +22 0.37% Q4 2025 Feb 09, 2026
Longview Financial Advisors LLC History Added to 5,920 318 0.18% 0.18% 1968 +21 0.36% Q4 2025 Jan 14, 2026
FSA Advisors, Inc. History Reduced 5,902 317 0.22% 0.94% 1970 -16,101 -73.18% Q4 2025 Feb 02, 2026
KINTRA WEALTH, LLC History New 5,903 317 0.04% 1969 +5,903 New Q4 2025 Feb 18, 2026
Mystic Asset Management, Inc. History No change 5,881 316 0.07% 0.07% 1971 0 0.0% Q4 2025 Jan 28, 2026
Ruedi Wealth Management, Inc. History Reduced 5,866 315 0.08% 0.09% 1973 -101 -1.69% Q4 2025 Feb 06, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 5,862 315 0.08% 0.09% 1972 0 0.0% Q4 2025 Feb 06, 2026
SFI Advisors, LLC History New 5,845 314 0.2% 1975 +5,845 New Q4 2025 Feb 11, 2026
Edge Financial Advisors LLC History Added to 5,842 314 0.13% 0.14% 1978 +266 4.77% Q4 2025 Jan 28, 2026
Madison Asset Management, LLC History No change 5,851 314 0.0% 0.0% 1974 0 0.0% Q4 2025 Feb 04, 2026
Trifecta Capital Advisors, LLC History No change 5,848 314 0.05% 0.05% 1976 0 0.0% Q4 2025 Jan 30, 2026
Riverview Capital Advisers, LLC History No change 5,846 314 0.1% 0.09% 1977 0 0.0% Q4 2025 Feb 17, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 5,833 313 0.26% 1979 +5,833 New Q4 2025 Mar 03, 2026
Accurate Wealth Management, LLC History Reduced 5,634 312 0.04% 0.05% 1980 -1,345 -19.27% Q4 2025 Jan 14, 2026
Evergreen Private Wealth LLC History Reduced 5,790 311 0.12% 0.13% 1981 -310 -5.08% Q4 2025 Jan 28, 2026
Ballast Financial Advisors LLC History New 5,782 310 0.32% 1985 +5,782 New Q4 2025 Feb 17, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 5,774 310 0.03% 0.06% 1982 -4,729 -45.03% Q4 2025 Jan 20, 2026
Raleigh Capital Management Inc. History Reduced 5,775 310 0.11% 0.14% 1984 -889 -13.34% Q4 2025 Jan 21, 2026
Whalen Wealth Management Inc. History Added to 5,773 310 0.17% 0.18% 1983 +106 1.87% Q4 2025 Jan 20, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Reduced 5,748 309 0.36% 0.38% 1986 -146 -2.48% Q4 2025 Feb 11, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 5,695 306 0.21% 0.25% 1987 -619 -9.8% Q4 2025 Feb 17, 2026
Index Fund Advisors, Inc. History Reduced 5,653 303 0.01% 0.02% 1989 -1,360 -19.39% Q4 2025 Jan 29, 2026
Claris Financial LLC History Reduced 5,643 303 0.16% 0.19% 1991 -623 -9.94% Q4 2025 Feb 19, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 5,644 303 0.05% 0.05% 1990 +474 9.17% Q4 2025 Feb 11, 2026
Argent Advisors, Inc. History Added to 5,644 303 0.08% 0.09% 1988 +8 0.14% Q4 2025 Feb 11, 2026
LFA - Lugano Financial Advisors SA History No change 5,621 302 0.16% 0.16% 1992 0 0.0% Q4 2025 Jan 29, 2026
SB Capital Management Inc History New 5,613 301 0.11% 1993 +5,613 New Q4 2025 Feb 20, 2026
NWF Advisory Services Inc. History Reduced 5,605 301 0.03% 0.03% 1994 -40 -0.71% Q4 2025 Mar 03, 2026
Thayer Financial, L.L.C. History New 5,582 300 0.32% 1995 +5,582 New Q4 2025 Jan 12, 2026
Rare Wolf Capital LLC History New 5,580 299 0.19% 2000 +5,580 New Q4 2025 Feb 19, 2026
YHB Investment Advisors, Inc. History Reduced 5,564 299 0.02% 0.03% 1998 -1,108 -16.61% Q4 2025 Jan 16, 2026
William Howard & Co Financial Advisors Inc History Added to 5,578 299 0.25% 0.26% 1999 +40 0.72% Q4 2025 Jan 21, 2026
Cullen Capital Management, LLC History No change 5,575 299 0.0% 0.0% 1996 0 0.0% Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History No change 5,574 299 0.01% 0.01% 1997 0 0.0% Q4 2025 Jan 29, 2026